Advisors who rate their firms’ compensation structures highly cite different reasons for their satisfaction
Ability to offer practical training for insurance agents at various levels is the main reason for advisor satisfaction
Advisors cite new products, freedom to choose and overall product quality as reasons for their happiness
And not just from advisors at those banks; clients seem to like them as well, which brings in business
Welsh advisor recommends a focus on high net worth and corporate clients
Advisors urged to embrace the next step in estate planning
MDRT delegates encouraged to be proactive when dealing with the prospect of long-term care for their clients
Regulators still require dealers to keep paper documents, but electronic documents make process easier
Although some firms have improved back-office offerings, many are still not meeting advisors’ needs
But moves toward offering statements online and customization could change advisors’ perceptions