New Poll: How’s Your Business Tracking?

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Is your advice business in better shape today than it was a year ago?

  • Yes (62%)
  • No (33%)
  • Not sure (5%)

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The past 12 months have seen many changes to the financial services industry with the introduction of new regulations as well as the ever-present dark cloud of Covid-19.

We heard stories, based on anecdotal evidence near the start of the year, that consumers were starting to understand the true value of insurance. How it can protect their health and incomes, and cushion the blow, should disaster strike.

But has this translated into extra business, to put your advisory practice in a better position than it was 12 months ago?