Quest CE Reveals 2013 Financial Advisor Survey Results
The survey results reveal that there is an open market opportunity for wholesalers to provide continuing education to expand their industry reach, increase product sales and build business relationships with advisors. When asked, over 75% of advisors indicated that when informed that a wholesaler is coming into their branch to offer continuing education, they will ‘always’ or ‘usually’ attend the session. Research also concluded that a majority of respondents believe that wholesalers offering continuing education are more knowledgeable about the products and services offered in the financial services industry, in comparison to wholesalers not offering continuing education.
“Wholesalers capitalizing on the advantages of offering CE are in a position to excel and win in today’s increasingly competitive markets,” said Manager of Business Development Jennifer Greene. “Research reveals that wholesalers who offer CE generally build stronger, lasting relationships with the advisors they connect with.”
On top of that, nearly 90% of advisors said that they would be interested in a CE voucher card offering the opportunity to take an online CE course if their wholesaler was not offering a live instructor-led continuing education session.
“This is further proof that financial advisors are looking for ways to fulfill their state insurance continuing education requirements,” Greene added.
Final survey results and a white paper summarizing the findings are available for download at Quest CE's website. To learn more about the survey, or for information regarding Quest CE’s products and services, contact our Sales Department at 877.593.3366 or firstname.lastname@example.org.
About Quest CE
For over twenty-five years, Quest CE has been the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest CE also provides a complete spectrum of FINRA compliance training solutions including annually required Firm Element Training for registered representatives, on-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
Serving more than 535 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses their competitors. Quest CE is the single source solution for organizations seeking training and compliance needs.
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Milwaukee, WI 53224
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