Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat
Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay
Advisors at all the banks and credit unions in the survey are happier. Many firms garnered major ratings increases
Many advisors say their branch managers fulfil a critical role in providing leadership, mentorship and ongoing support
Banks and credit unions have place added emphasis on issues affecting minorities, women and people with disabilities
How advisors rated their firms
Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff
Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?
Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions