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What characteristics and practices drive high-performing advisors?

Summary

Simple growth metrics do not always paint a true picture of current and potential growth within an advisor’s practice. Gross revenue per client (GRPC) is a more useful tool. LIMRA used this multifaceted metric to identify factors that will help advisors increase margins. Read this report for insights on improving revenue per client, including the:

  • Types of prospects to target
  • Importance of professional development
  • Value of providing retirement income planning

And much more!

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

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