Advisors cite new products, freedom to choose and overall product quality as reasons for their happiness
Account managers rated the Big Six banks and one credit union higher in a variety of categories in this year’s survey
And not just from advisors at those banks; clients seem to like them as well, which brings in business
As the average AUM declines, account managers report a sharp increase in smaller accounts
But the total number of bankers surveyed who hold the designation fell by 6%
Although some say they eagerly await the opportunity, others say they’re not qualified to sell these products
Many account managers are not impressed with their firms’ campaigns
Advisors say job satisfaction comes from increased training and career development opportunities
Although their paycheques get higher ratings than last year, account managers still say they aren’t being paid fairly
Any dissatisfaction at Meridian appears to be an aftereffect of 2005 merger that created the firm