Articles tagged “Advisor Touchpoints”
Survey: Average financial advisor managing 14 product-provider clients
11.16.2009 | By IFAwebnews Staff
Financial service professionals typically receive more than 100 communications from the firms they work with, according to new survey.
See more: Advisor Touchpoints, American Funds, Black Rock, Cogent Research, email, Evergreen Investments, Fidelity Investments, financial services, Franklin Templeton, Jackson National Life, John Hancock, John Meunier, Nationwide, PIMCO, product-provider relationships, Prudential Financial, Putnam Investments, research, Russell Investments, Rydex, sales, The Hartford, wholesaler visits
As an insurance agent for the past 15 years, I have never been more satisfied with my job of helping our seniors maneuver through the enrollment process of Medicare.

