CEFEX: A global stamp of approval
In the heated debate around where advisers can provide the most value to their clients, peace of mind is one factor that everyone can agree on.
There are many ways that advisers can assure prospects and leads of their integrity. One of those is to be certified by an independent third party organisation. Robin has recently written about one way in particular, CEFEX, which includes a short explainer video he worked on. He describes the benefits to advisers that get these endorsements:
“CEFEX certification is the nearest thing we have to a global stamp of approval for trustworthy investment professionals. By being CEFEX-certified, an advisory firm demonstrates its adherence to a defined standard, with specific criteria covering 21 different best practices.
The documented, repeatable processes and the evidence-based decision-making that CEFEX demands are more likely to generate higher investment returns over time. And because the firm voluntarily agrees to a rigorous annual audit, investors can rest assured that their adviser continues to work to the highest professional standards.”
Read more, and watch the video, here:
If you’d like a copy of the video in your firm’s own branding, contact Regis Media.