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Case Study – Broker-Dealer:

A Broker-Dealer Improves Its Relationship with Its Advisor Base by 46%

Anova Client

Large Broker-Dealer Organization

The Situation

Win / Loss analysis chartAnova’s client had a captive but frustrated advisor force, with major pain points surrounding operational efficiency, advisor-facing technology, and a perceived lack of recognition for top producers. Anova was engaged to implement an Advisor Satisfaction survey to establish a baseline of ratings on key metrics.

The Response

After Anova conducted in-depth telephone interviews with their top-producing reps, the client leadership team better understood its issues and used the feedback to create quarterly and yearly action plans focused on technology enhancements and specific ways to make their advisors feel more valued.

Win / Loss analysis graphThe Results

The annual program has become part of the organization’s DNA, leading to an increase in advisor satisfaction by 46% over a three-year period.

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