How advisors rated their firms
Investments gain greater importance
As MGAs excel in providing training, dedicated agencies are falling woefully behind
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
How advisors rated their firms
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology because of the increasing role it plays in their individual practices. “We are in a mobile world,” says an advisor in Ontario with Waterloo, Ont.-based Sun Life Financial (Canada) Inc. […]