Keyword: Brokerage Report Card

305 results found

New software, training are key to earning advisors’ satisfaction

With advisors asked to rate a broader set of criteria, the score was bound to suffer

Advisors say they want branch managers who will promote business development and the firm’s image

Necessary steps, such as increased communication, are being taken to bring the differing values in line

Focus should be on both training new recruits and career-long development

Community involvement, special sponsorships are the best ways to get a firm’s name out to the public

But firms recruiting advisors are rolling out the red carpet and offering tremendous support

Many have put retirement out of mind; others don’t know if their firms have succession plans available

Firms that give advisors freedom and independence to operate and have open lines of communication with management fare best

Dissatisfaction stems from outsourcing, lack of actual support structures and poor communication