All respondents
| Continuing education | 9.2 |
| Marketing services | 8.7 |
| Practice management support | 9 |
| Succession planning support | 8.8 |
| Access to in-house financial planning experts | 8.8 |
| Access to in-house product selection experts | 9 |
| National and/or regional sales conferences | 9.3 |
| Peer networking | 8.9 |
| Sales coaching | 8.6 |
| Overall rating | 9.1 |
| Methodology | 1=unacceptable, 10=outstanding |