Complimentary for Netwealth Accelerate Summit 2026 delegates for a limited time.
The Adviser Signal Scan™ is an external review of what your firm is signalling to prospective clients before you ever speak to them.
We’ll review your online presence and any other public channels you provide, then compare what the firm communicates with what you want prospective clients to understand.
Please allow about five minutes to complete this form.
Your completed scan will be emailed to you by the end of the next business day.
You’ll need your company website and, if available, your company LinkedIn page. Don’t have every link handy? Complete the essentials now, then reply to our email with anything else later.
For example, pre-retirees, business owners, medical professionals or HNW families.
List up to three. For example, retirement planning, wealth management, business succession or aged care advice.
One sentence is enough. What should they immediately understand or remember?
Optional. Leave blank if the firm does not have one.
Optional. Add any social accounts, adviser profiles, blogs, podcasts, or other channels that actively represent the firm. Please put each link in a separate box.
Optional. These may be direct competitors, similar firms or businesses prospective clients might compare you with. Names are enough, no links required.
Optional. For example, growth, new advisers, changing clients, new services, ownership change or a new direction
