Advisors with Hub Financial were much more pleased with their firm this year the same cannot be said for GWL or Sun Life
One set of firms received lower ratings in the three back-office categories, but another set of firms were praised for their efforts
Advisors cited financial help and internal experts as key reasons why they rated their firm's support higher this year
Advisors at most of the insurance agencies in the Report Card gave passing grades for ongoing training initiatives
The Report Card average has remained quite stable during the past eight years, but some firms have seen some dramatic changes
For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors need more support from their firms in key areas of financial planning and back office support.
How advisors rated their firms
Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases
Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts