CredoVision

Total 13 Posts

The Value in Credentials

Canada’s financial advisors find a great deal of value in the designations they achieve and the credentials they carry. We had extensive conversations in focus groups and interviews with advisors to explore the fundamental reasons they value credentials and we then surveyed more than 1,000 advisors to learn just where the value lies in the…

Investors’ Trust in Financial Advisors

Investors’ Trust in Financial Advisors Do Canadian investors trust their advisors? While many Canadian investors trust their advisors completely, many don’t, too.  Credo asked more than 12,000 investors who work with an advisor to indicate whether or not they trust their advisor completely.  We used an agreement scale from zero to ten, where a score…

Key Qualities of The Best Wholesalers

What’s the difference between wholesalers who are rated really well — i.e., the ones who are seen by their clients as truly client centric — and those who don’t get called back?  Credo research shows that Understanding of the Advisor’s Business is a key difference.  At least, it’s one of a number of key differences. …