The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
The percentage of advisors and clients who have signed engagement letters has risen over the past year
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job
How advisors rated their firms
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
How advisors rated their firms
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology because of the increasing role it plays in their individual practices. “We are in a mobile world,” says an advisor in Ontario with Waterloo, Ont.-based Sun Life Financial (Canada) Inc. […]