Asset Innovation Awards 2008

The Asset Innovation Awards are a great opportunity to showcase the financial planning industry’s entrepreneurial and modern spirit. Our focus on innovation is complimentary to Asset’s commitment to identifying the financial planning businesses of the future.

Financial planning businesses are invited to enter four award categories. These are designed to cover areas of business where financial planners can truly differentiate themselves from their competitors and to demonstrate to the public the industry’s commitment to providing a valued service.

I encourage you to participate in an award structure that I believe will help elevate the industry to new heights in business management.

The Asset Innovation Awards for financial planning will be conducted in conjunction with The Asset Platform Innovation Awards, judged by Investment Trends; and The Asset Margin Lending Awards and The Asset Risk Awards, judged by Rice Warner.

Leng Yeow
Editor, Asset magazine

How do I enter?

1. Download the nomination form for the category you wish to enter.

2. Complete the nomination form, attaching supporting documentation where appropriate.

3. Send two complete copies of your entry (including nomination forms and supporting documentation) to Asset magazine either by post or email to the address listed on the nomination form.

ENTRIES CLOSE AT 5PM ON FRIDAY DECEMBER 7th, 2007.

Then what?

Nominations will be rated gold, silver or bronze based on demonstrated innovation measured against the entry criteria. Through this process, the field will be narrowed to a shortlist of three finalists by the Asset team.

The three finalists in each category will be contacted in early February 2008 and will be required to complete a Strategic Consulting and Training Dashboard survey.

The results of the Strategic Consulting and Training Dashboard survey will be sent to the judges and used as an input to determine the winner from these finalists.

Winners will be announced at the Asset Innovation Awards event in March 2008 – date and venue to be confirmed – and in the April 2008 issue of Asset Magazine.

For more information on the 2008 Asset Innovation Awards contact Asset senior journalist Zoë Fielding on (02) 9282 2822 or zfielding@afr.com.au

Nomination Forms for the Asset Innovation Awards 2008

Download Category 1- Asset Innovation Award for Client Management

Download Category 2- Asset Innovation Award for Sales and Marketing

Download Category 3- Asset Innovation Award for Staff Management

Download Category 4- Asset Innovation Award for Succession Planning

FURTHER INFORMATION

For the past six years, Asset has identified organisations that are tackling business challenges head on, coming up with new solutions and forcing new innovations.

Asset would like to recognise financial planning businesses for their innovation in the following categories:

Client Management
This award will focus on the procedures used to manage client files and data in an efficient and effective manner to create greater client satisfaction.

Sales and Marketing
This award recognises innovation in the way a financial planning business communicates with clients to help build sales and marketing relationships.

Staff Management
This award highlights innovative ways financial planning businesses are motivating and promoting staff to achieve greater business efficiency and satisfaction.

Succession Planning
This award acknowledges the efforts of financial planners who are engineering their exit from the industry and putting innovative measures in place to ensure the ongoing success of the business after their departure.

The applications will be judged by a panel of industry experts including:
Strategic Consulting and Training managing director Jim Stackpool
Capgemini Australia financial services director Gregory Smith
David Bleakley RetireInvest chairman
Asset editor Leng Yeow

The winners' innovation stories will be told in the April 2008 issue of Asset magazine.

ENTRIES CLOSE 5PM DECEMBER 7th 2007.

Assessment of applications
Nominations will be rated gold, silver or bronze based on demonstrated innovation measured against the entry criteria.
Through this process, the field will be narrowed to a shortlist of three finalists.
The three finalists will be contacted in early February 2008 and will be required to complete a SCAT Dashboard survey.
The results of the SCAT Dashboard survey will be used as an input to the judging process where the winner will be determined from these finalists.
Winners will be announced at the Asset Innovation Awards event in March 2008 (date and venue to be confirmed) and in the April 2008 issue of Asset Magazine.

For more information contact Asset’s editor Leng Yeow or deputy editor Zoë Fielding on (02) 9282 2822

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