Experienced advisors say they hope to receive the same calibre of training from their firms as newcomers
Advisors were most satisfied with the firms that had knowledgeable staff who provided comprehensive support
There is a correlation between firms’ ratings and their advisors’ percentage of first-year commissions
Advisors who rate their firms’ compensation structures highly cite different reasons for their satisfaction
Ability to offer practical training for insurance agents at various levels is the main reason for advisor satisfaction
And sales of living-benefits policies rise as clients become more aware of their availability
Although carriers have yet to standardize application systems, some firms are stepping up their internal processes
The aging population’s planning needs have led firms to improve the support services advisors offer clients
The firms that provide full-fledged, structured succession programs or solid support earn the praise of their advisors
The past year has been a tumultuous one for financial markets and, as a result, it has been a tough time for most players in the financial services industry. However, insurers have mostly escaped the pain — although some front-line insurance advisors are more exposed to market effects than others. Previous editions of Investment Executive‘s […]