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Jafor Iqbal; Peter DeWitt 7/19/2019
What characteristics and practices drive high-performing advisors?
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:
And much more!
9/17/2019 12 - 12:15 p.m. EDT
LIMRA has identified 5 factors that help advisors across all distribution channels deepen their client relationships and increase their gross revenue per client.
Distribution channels are converging as advisors reshape their practices. As old definitions become unreliable, new opportunities are emerging for carriers and distributors alike.
Peter focuses on research pertaining to insurance- and investment-focused distribution. His research areas include independent practice models such as RIAs and independent insurance agents, robo-advisors, and sales benchmarking for banks and broker-dealers. Prior to joining LIMRA in 2017, Peter worked as an analyst for a boutique investment firm. He is currently pursuing his M.B.A. from Boston University Questrom School of Business and he earned his B.S in Finance from Central Connecticut State University.
Senior Analyst, Distribution Research
LIMRA
PDeWitt@limra.com
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