Many advisors say their firm’s due diligence efforts on new products are solid, but others say they go too far (includes chart)
Although some firms have delivered, others still have a way to go
Paint a vivid picture of a bright future for your business
Keep it short and jargon free; write from the client’s perspective
Make sure they understand the contribution limits — and what happens when they make a withdrawal
The value of support has increased as banks begin setting minimum targets for financial plans
Advisors earned less because of the recession and reduced payouts, leading to dissatisfaction at certain dealers (includes chart)
With the average age of advisors rising, so is the percentage of those with a documented succession plan in place (includes chart)