Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)
The gap between performance and importance ratings holds true yet again
Provinces such as Quebec, Alberta and Manitoba remain vehemently opposed to the creation of a national regulator
Although the impact of the recession has been somewhat muted at insurance firms, there were still a few bumps in the road for some
Firm emphasizes autonomy and ownership for advisors, with no sales quotas or proprietary products (IE:TV)
A well-structured meeting can instil feelings of confidence in a client, which can in turn strengthen the client’s relationship with you.“We want the client to experience an event that runs smoothly and has them leaving our office with peace of mind and feeling calm,” says Susan Latremoille, first vice president and wealth advisor with Richardson […]
Lower ratings and gaps between importance and performance scores reveal much displeasure (includes main chart)