Exploring the Dynamics of Financial Service PartnershipsExploring the Dynamics of Financial Service Partnerships
Better advisor relationships depend on strong service, technology support and a collaborative culture.
May 15, 2024
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Sponsored by United Planners Financial Services
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A recent study conducted by Wealth Management IQ, in partnership with United Planners Financial Services, unveils both high satisfaction levels and areas ripe for improvement in financial service partnerships. Advisors express contentment, yet voice concerns over tech support, cybersecurity, and continuity planning.
Some of the key findings include:
How satisfaction with partners correlates with size and ownership
Areas of concern in tech and cybersecurity
When continuity planning is crucial
How attention to detail drives good service
Download the report to learn more.
