How do insurance advisors rate their agencies and firms in terms of technology, promotional initiatives, ethics, public image and other issues?
July 27, 2011
How do insurance advisors rate their agencies and firms in terms of technology, promotional initiatives, ethics, public image and other issues?
July 27, 2011Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)
Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…