Bluerating | November 2025
From FINER’s periodic surveys of various professional figures, it has emerged that financial advisor networks are recording figures for the current year that demonstrate the success of their service model for both clients and financial advisors.
Among the most significant factors underlying this success is a strengthening of the bond and trust with their clients, both pillars of cohesion among complex and diverse organizations.
The sense of belonging to their network is growing, highlighting a proactive effort by network leaders to implement integrated institutional and commercial activities that have strengthened the perception of being part of a cohesive team, key elements in a context of significant changes largely related to the banking landscape.
Increased trust in the management that leads networks, this crucial element for creating a cohesive and goal-focused network of professionals, is the factor that will grow the most in 2025: it confirms the role of management both as a strategic guide and as a catalyst for corporate identity and vision.
Priorities remain, primarily involvement in corporate decisions, followed by support for financial advisors’ activities from the client’s various functions, such as the advisory desk, product specialists, marketing, and training.
Financial advisor engagement, understood as deep and participatory interaction, is the factor with the greatest impact on overall satisfaction. This aspect, while improving compared to last year, requires continued investment and remains the area that must be maintained as the highest priority.
Appreciation for commercial support is also growing. Clients are seeing recognition for their efforts to strengthen this type of ongoing operational presence alongside financial advisors, both at the central or general management level and at the regional management level.
The area manager faces an increasingly challenging task, not only in conveying the network’s needs to management but also in implementing the client’s strategy in the region.
Both satisfaction and expectations regarding the technological support and digital tools made available are also growing.
Alongside the relational and professional factors between management and the network, there is growing attention to digital transformation and its impact on work processes.
Satisfaction with digital tools and their impact on both the professional-network and professional-client relationships is growing, and advisors, aware of their importance, are expressing concrete expectations: more integrated digital tools capable of providing real benefits to advisors and clients.
The growth in satisfaction with financial planning support highlights significant player movements in this area, which will
further develop with the progressive use of Artificial Intelligence.
The secret to the success of networks lies in constantly setting new, challenging goals while avoiding the temptation to rest on one’s laurels.Nicola Ronchetti