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Characteristics of High Net Income Advisors

Carol L. Perkins, ASA, CLU, ChFC 5/30/2019

What are the common characteristics of the most successful financial advisors and how can this information inform your distribution strategy?

Summary

The meaning of success can differ by an individual’s perspective, personal goals, role in the financial services industry, and many other factors. This paper identifies how top earning advisors differ from their lower-earning peers, with specific comparisons for FSBD registered reps, IBD advisors, RIAs, career agents, independent insurance agents, MLEAs, and bank advisors. You’ll learn about key differences in their clients, product and service offerings, and more.

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Harnessing Growth Series

Harnessing Growth: The LIMRA-EY Experienced Financial Advisor Study

Distribution channels are converging as advisors reshape their practices. As old definitions become unreliable, new opportunities are emerging for carriers and distributors alike.

Meet the Project Director

Carol L. Perkins, ASA, CLU, ChFC
Carol is responsible for LIMRA’s annual study examining wholesaler compensation and company practices in the U.S. and Canada. She also supports research projects on independent sales professionals and intermediaries, and is a research staff representative to LIMRA’s Financial Management Research Committee. Prior to joining Distribution Research at LIMRA in 2017, she held positions in Product and Distribution Finance at Lincoln Financial and was a member of LIMRA’s consulting practice. Carol received her bachelor's degree in mathematics from the University of Connecticut.

Assistant Research Director, Distribution Research
LIMRA
cperkins@limra.com


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

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