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It’s that time of year when brokers get to reveal which aggregators they are with, how happy they are and what would make them switch.
The Adviser has launched its third annual Switching Aggregators survey, with submissions due on May 16. Click here to have your say.
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Brokers can also reveal what they look for in an aggregator, which type of financial agreement they prefer and whether they’ve recently been approached by another aggregator.
The Adviser’s publisher, Jim Hall, said the survey would give brokers a chance to provide valuable feedback to aggregators.
“We know from experience that aggregators use our survey to find out what they’re doing right, what they’re doing wrong and how they can improve their service offering,” he said.
“It’s important that we work together to improve our industry, and this survey is one way to make that happen.”
The Adviser will donate $1 to the Cancer Council for every completed survey.
The survey is open to all brokerages, large and small, and only takes a few minutes to complete. Click here to have your say.
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