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
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…