Midwinter’s 2011 Dealer Group Survey

Midwinter’s 2011 Dealer Group Survey aims to help Dealer Groups and AFS Licensees develop their business models and strategies. It also allows financial planners to find out what their peers think about their own Dealer Group’s qualities and services.

There were 11,500 financial advisers invited to participate in the inaugural Midwinter 2011 Dealer Group Survey. We had a great response to this anonymous survey with over 450 financial planners participating, representing over 70 licensees.

The Dealer Group Survey commenced on 29^th July and concluded on 8^th August 2011 and was specifically designed to target financial planners and dealer groups.

Click here to download the full survey results.

James Murphy
Executive Director, Midwinter