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
Download Your Reports
Distribution channels are converging as advisors reshape their practices. As old definitions become unreliable, new opportunities are emerging for carriers and distributors alike.
The biannual Global Consumer Pulse series provides a side-by-side comparison of life insurance-related metrics and sentiments from 12 key market consumers around the globe. This iteration includes findings for the Korea market.
For more information, please contact PDeWitt@limra.com.
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