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In the News

Drivers of Advisor Satisfaction: Technology And Efficiency

Posted by Mindy Diamond

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Mindy Diamond Quoted
By Megan Leonhardt

Financial advisors are known to harbor a strong streak of independence and autonomy, and aren’t shy when it comes to letting their opinions be known, both good and bad.

But they tend to be happier when the financial markets are headed in the right direction, as REP.’s 24th annual Broker Report Card shows. The annual survey lets advisors from the six major national brokerages rate their employers across a spectrum of factors, and their opinions continue to improve. This year, advisors gave the firms an average approval rating of 8.2 on a scale of one (lowest) to 10 (highest). (In a similar survey earlier this year, independent advisors gave the firms they affiliate with an average approval rating of 9.)

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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