How advisors rated their banks
The banks' top producers significantly outperformed their colleagues
For more than five years, these categories have had the highest satisfaction gaps - and those gaps are growing
As banks invest in software and training, advisors wait for the payoff
The Report Card's product-focused categories remain important to advisors
Report Card on Bank respondents were vocal about the value of these products
Respondents' satisfaction linked to bank's compensation structure
As clients demand more, these planners may need additional support
During the past decade, advisors have been satisfied with the services and work environments their banks offer
The gap between advisors’ ages, books of business, experience and productivity levels is growing even larger