News and resources for Canada's top financial advisors
Est. 1998
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
(March 17, 2004) A recent survey conducted for The ADVISOR Group shows that when it comes to generating potential clients, female advisors are more likely than their male counterparts to use a seminar.
According to the Advisor Industry Panel poll, 46% of female advisor respondents are more likely to plan on using a seminar to generate prospects this year, versus 34% of male advisor respondents.
The survey also found that 42% of broker respondents plan on holding seminars this year, versus 37% of financial planners and 26% of insurance specialists.
Overall, the top primary prospecting strategies advisors plan to use in 2004 ranked as follows:
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
(March 17, 2004) A recent survey conducted for The ADVISOR Group shows that when it comes to generating potential clients, female advisors are more likely than their male counterparts to use a seminar.
According to the Advisor Industry Panel poll, 46% of female advisor respondents are more likely to plan on using a seminar to generate prospects this year, versus 34% of male advisor respondents.
The survey also found that 42% of broker respondents plan on holding seminars this year, versus 37% of financial planners and 26% of insurance specialists.
Overall, the top primary prospecting strategies advisors plan to use in 2004 ranked as follows:
When it comes to generating referrals through a program built around existing clients, 63% of bank-employed respondents (based on a smaller sample size) indicated a likeliness to do so in 2004, versus 42% of respondents not employed by a bank. Financial planners (50%) and insurance specialists (47%) are more likely to generate referrals through existing clients than brokers (34%).
Other findings of note from this industry survey include:
All of the above findings are based on the results of the December/January fielding of the Advisor Industry Panel. A total of 391 online interviews were completed by investment advisors, brokers, financial planners and insurance specialists with a response rate of 68.8%.
Filed by John Craig, john.craig@advisor.rogers.com
03/17/04
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