Although advisors surveyed for this year’s Report Card series say they are earning more than they did in the past few years, there’s still significant room for improvement in their firms’ grids as well as in their rewards and recognition programs
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
Advisors are most pleased with the firms that provide technology tools to do business on the go
But the MFDA is making some progress, as it’s employing a more collaborative approach with dealers