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LIMRA Research Executive Group Archives

Summary

Solving the Client Acquisition Equation

Cleary there is a need to bring the consumer and the advisor together. The challenge is, how do they find each other? Is there a way to determine a better “fit” between what the advisor offers (products, expertise, etc.) and what the prospect needs and/or wants?


Meet the Project Director


For more information, please contact lhartshorn@limra.com.