Advisor Survey 2014
March 5, 2014 by LifeHealthPro and Retirement Advisor
In the first annual Advisor Survey for Retirement Advisor and LifeHealthPro, personal producers weighed in on the topics that matter the most to the success of their practice, and on the trends they see for the year ahead.
Survey Highlights
Advisors were particularly bullish on the prospects of garnering a stronger clientele from the women and boomer markets.
Advisors are finding their biggest success from life insurance [38%] and annuities [33%].
47% say community involvement remains the number one marketing strategy to gain clients.
17% say they use marketing specifically tailored to multicultural markets
57% say the biggest fear clients have is outliving their money.
Originally Posted at LifeHealthPro on March 2014 by LifeHealthPro and Retirement Advisor.
Categories: Industry Articles
