The research was conducted by Beddoes Institute, a data and benchmarking company that works across stakeholder groups in the financial services sector.
Beddoes Institute analysed thousands of client ratings from a survey of over 150 advisers, including Mr Win and identified an objective benchmark of exceptional client service and performance. That benchmark is a Net Promoter Score (NPS®) of 50 or more.
Speaking about the selection process for the Most Trusted Advisers network, Dr Adam Tucker, Director of Beddoes Institute said: “The NPS® is a powerful loyalty metric which has been linked to profitability and growth in a wide range of businesses.
“An NPS® higher than zero is regarded as ‘good’ while an NPS® of 50+ is regarded as excellent. Advisers must achieve an NPS® of 50 or more in order to qualify for membership of the Most Trusted Advisers network.”
Most Trusted Advisers also rated higher on their qualifications, experience and technical skills than other advisers and have better interpersonal skills, Dr Tucker said.
Mr Win said trust is the foundation of a solid and successful relationship.
