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
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…