IE Staff
Research by:
Jordan Barrera, Daniel Calabretta, Maddie Johnson, Bryson Masse and Surina Nath
Research editor:
Katie Keir
Click the image below to download a PDF of the chart.
Satisfaction gap
These were the 10 categories with the greatest negative difference between overall performance and importance averages in the 2019 Dealers’ Report Card.
Click on the image below to download the chart.
Would you recommend your firm?
For each Dealers’ Report Card, we ask advisors whether or not they would recommend their firms; here’s how they responded this year compared with 2018.
Click on the image below to download the chart.
