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What characteristics and practices drive high-performing advisors?

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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!

Harnessing Growth Series

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