WFG, PPI Advisory and IDC WIN received improved ratings in a variety of categories while Freedom 55's and Daystar's ratings tumbled
Advisors respond favourably to their firms' efforts in some key areas of importance
How advisors rated their firms
Top 20% of advisors have four times the AUM of rest of sector
Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
Advisors with dedicated sales agencies are not as happy as their independent counterparts
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
How advisors rated their firms