Home Advisors' Report Card

Keyword: Advisors’ Report Card

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How advisors rated their firms

Firms across the industry enjoyed a solid year of growth (story includes main chart)

  • By: Katie Keir
  • October 11, 2019 October 7, 2020
  • 00:19
Advisors’s Report Card 2019: The average advisor

The average advisor was younger, with slightly fewer years in the industry and at their firm

businesspeople looking at businessman explaining in presentation

The performance rating of the category increased, but a satisfaction gap remains

Candid comments from across the industry

  • By: Katie Keir
  • October 11, 2019 October 31, 2019
  • 00:15
Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Over the past decade, female advisors have shared their experiences

businessman race hurdle competition

From the continued weight of compliance to market fears, there are multiple hurdles to overcome

extended family walking on beach

Advisors are concerned about account size trends

smiling confident business team looking away at their bright future

From ethics to products to compensation, here are the categories that advisors gave the highest overall average importance ratings

Road map to success

Advisors focus on putting plans in place for both themselves and their clients, and need help from their firms to ensure they're headed in the right direction

Table: ARC 2018 - How advisors rated their firms

How advisors rated their firms

  • By: IE Staff
  • August 24, 2018 October 31, 2019
  • 00:12