As banks invest in software and training, advisors wait for the payoff
The Report Card's product-focused categories remain important to advisors
Report Card on Bank respondents were vocal about the value of these products
Respondents' satisfaction linked to bank's compensation structure
As clients demand more, these planners may need additional support
During the past decade, advisors have been satisfied with the services and work environments their banks offer
The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger
Advisors praised their banks' reputation, strong communication efforts and extensive support services, but work remains to be done in other areas
How advisors rated their banks
Some banks were praised for their ongoing training efforts, while others still have work to do