The life of a financial advisor is a constant juggling act – and one where the balls in the air aren’t all of the same size, shape and weight. To be successful, an advisor needs to keep track of prospects, make new clients feel welcome and reassured, help existing clients navigate legal and regulatory hurdles, and help clients who are moving on to a new phase in life enjoy a seamless transition.
Recently, Investment Executive (IE) released their 2020 Brokerage Report Card in which RBC had the highest net promoter score of all the large bank-owned investment firms. IE creates the report card by surveying advisors from each firm. Why did RBC score so well? Because they provide the best tools to help advisors focus on client engagement and deal with rapidly changing regulations. In 2020, RBC scored the highest in the "Technology tools & advisors desktop" category. They also scored highest for support in dealing with changing regulations.
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