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2009 Advisor Insight Series--Wholesaler Effectiveness
FRC surveyed nearly 1,300 financial advisors to gain direct insight into the actual effectiveness of wholesalers and the key strategies being implemented today. The results contained in this primary research report are designed to improve your wholesaler effectiveness immediately. In the study, FRC provides a detailed analysis of advisors’ perceptions of wholesaler activities identifying the advantages, disadvantages, and receptiveness of various wholesaling models, as well as the opportunities present within the intermediary channel. FRC also evaluates the top-rated firms by advisors for external and internal wholesalers providing firm-specific ratings and candid advisor commentary. Complete with data appendices, the study contains 11 historical comparisons from 2007 to 2009, identifying key changes in advisor ratings for the following:
- Wholesaler Service Level Requirements
- Wholesaler Responsive to Needs
- Most Important Wholesaler Characteristics
- Satisfaction with Asset Manager on Key attributes
- Amount of Business Planned to Do with Top Five Firms in Next 12 months
- Likelihood to Recommend Top-Five Firms
- Length of Relationship With Primary Wholesalers
- Frequency of Contact by Primary Wholesalers
- Primary method of Contact with Primary Wholesalers
- Level of Influence of Primary Wholesaler
- Satisfaction with Wholesalers on Key Attributes
Download Advisor Insight Series Overview
For more information on this report series, contact us at 866-532-8009 or e-mail frcinfo@frcnet.com.