Canada’s insurance advisors are demanding more from their firms and leadership teams
September 18, 2022
Canada’s insurance advisors are demanding more from their firms and leadership teams
September 18, 2022Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
As the industry shifts, some advisors find it difficult to tout their agencies
Methodology for the Insurance Advisors' Report Card
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…