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:
- Types of prospects to target
- Importance of professional development
- Value of providing retirement income planning
And much more!
- Research Abstract
- Distribution Channels
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Wealth Markets
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Distribution Management
- Field Performance
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For more information, please contact PDeWitt@limra.com.
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