Successful financial advisors have to live in two worlds: They need excellent strategic awareness of their entire book of business and macro-trends in the markets and industry, while at the same time maintaining personal relationships with each of their many clients and translating those macro-trends into meaningful action for unique individuals.
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.