Canada’s insurance advisors are demanding more from their firms and leadership teams
September 18, 2022
Canada’s insurance advisors are demanding more from their firms and leadership teams
September 18, 2022Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
As the industry shifts, some advisors find it difficult to tout their agencies
Methodology for the Insurance Advisors' Report Card
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,…