By Colleen Condon
It seems we cannot go to a conference, webinar or other industry presentation without the idea of technology being front and center. When speaking with many of our valued clients, they have mentioned the advisor, broker and producer models have and will remain a key focus to continue driving sales and distribution of their products to end customers.
That made us wonder what the advisors, brokers, and producers think about all these seismic changes in the markets we serve. To answer these questions, Competiscan completed a primary research survey among our independent financial advisor, broker, and producer panelists. In the enclosed deck, we outline their sentiments around disruption in the industry as well as the impact of technology on their business model(s). We also highlight best practices for speaking to these potential concerns within their communications.
Competiscan clients can view the report here.
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