Every broker/dealer describes itself as “advisor centric.” It has, in fact, become a cliché. If you ask a brokerage executive to explain what makes his firm different, he will say that he views his affiliated FA as a “client.” But, in the real world, how well do IBDs treat their FA “clients?”
For many years, WealthManagement.com and REP. have surveyed wirehouse advisors asking them to rank their firms in several areas, including support, management and technology, among other things. For those of you affiliated with an IBD, it is now your turn.
With REP.’s Independent Broker/Dealer Report Card survey, you get a chance to score your own firm—anonymously. In an upcoming issue, we will provide our readers with hard numbers that compare various independent broker/dealers, to see which are the leaders in service, and which firms are falling behind.
All this information depends on the special effort and goodwill of many dedicated readers—yourself included. Filling out and submitting the confidential questionnaire allows you to play an important role in REP. magazine. Please complete the survey online by checking out the URL below. Thank you for your time, and thank you for reading REP. magazine and WealthManagement.com.
As an added incentive, you may enter your name into a drawing for one of four $100 Visa gift cards – simply enter at the end of the survey.