The dealer firms that provide the best ongoing training platforms, advisors say, are those that have put a significant effort into live sessions and conferences as well as webinars (includes chart)
Advisors need the comfort of knowing they can run their businesses as usual
Advertising campaigns and marketing support that cater to specific regions receive advisors’ praise
Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while others suggest there is plenty of work left to do to bring these services up to par
Advisors are most pleased with the firms that provide technology tools to do business on the go
Client account statements, back office and technology are the areas that leave advisors wanting most
