How do insurance advisors rate their agencies and firms in terms of technology, promotional initiatives, ethics, public image and other issues?
July 27, 2011
How do insurance advisors rate their agencies and firms in terms of technology, promotional initiatives, ethics, public image and other issues?
July 27, 2011Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)
Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…