Many advisors question how effectively their suggestions are acted upon
Offering generic or limited practice-building tools can lead to displeased advisors
MGAs and carriers are revamping their support programs in response
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
With the vast majority of advisors focused on planning, firms must continue investing in that area
How branch-based financial advisors and planners rated their firms’ performance
Most of the firms assessed in the 2023 Report Card faced criticism for how they managed advisor feedback
There's higher demand for advisor coaching and consulting that can't be ignored
Compensation is often not the main reason that an advisor will switch firms
How branch-based financial advisors rated their firms’ performance