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High Performing Advisors - 5 Factors Driving Increased Gross Revenue per Client

9/17/2019 12:00 PM EDT - 12:15 PM EDT
Webinar

Overview

Who Should Watch

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration. 

Highlights

LIMRA identified 5 factors that help advisors across all distribution channels deepen their clent relationships and increase their gross revenue per client. Understanding these factors and how they tie together will help your organization position products and support to help their advisors and the channels they work with drive efficient and sustainable practice.

We'll complete the webinar in just 15 minutes, plus time to answer any questions. 

This webinar identifies key takeaways from the report High-Performing Advisors - Drivers of Their High Margins.

Presenters

Jafor Iqbal
Assistant Vice President, LIMRA Secure Retirement Institute

Jafor Iqbal

Assistant Vice President, LIMRA Secure Retirement Institute

Jafor Iqbal studies retirees and the role of financial advisors in retirement income planning. In this role, he leads the LIMRA Secure Retirement Institute's retirement income initiatives. His leadership and focus in retirement income has resulted in the publishing of LIMRA’s Retirement Income Reference Book, which is a complete mapping of the retirement income marketplace that includes retirement risks and issues faced by consumers and advisors, as well as the Fact Book on Retirement Income. Prior to joining LIMRA in 2009, Iqbal was Director of Product Management at Fidelity Investments.

Peter DeWitt
Research Analyst, Distribution Research, LIMRA

Peter DeWitt

Research Analyst, Distribution Research, LIMRA

Peter DeWitt is an Analyst in Distribution Research at LIMRA. In this role, he focuses on research pertaining to independent sales professionals. He supports insurance and investment focused distribution research. He is project director for the quarterly broker-dealer sales survey.

DeWitt joined LIMRA in 2017. Prior to that, DeWitt worked as an analyst for a registered investment firm. Peter earned his B.S in Finance from Central Connecticut State University in 2014.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com