Although carriers have yet to standardize application systems, some firms are stepping up their internal processes
The aging population’s planning needs have led firms to improve the support services advisors offer clients
And firms with antiquated systems and inefficient back offices drew the ire of advisors
Some banks are stepping up efforts to provide services; others are not
Rogers outlines goals for 2009
A financial plan needs a strong life insurance policy at its core, MDRT delegates told
Retirees face the challenge of living longer in a world of rising health care costs, marketer tells MDRT advisors
Advisors say having a solid advertising campaign, support for their own practices and an easy-to-use consumer Web site are key
Some advisors are unclear about what services are offered by their firms
If a brokerage offers clients banking products, there is a chance the firm could become the clients’ primary financial institution