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%].
say community involvement remains the number one marketing strategy to gain clients.
say they use marketing specifically tailored to multicultural markets.
say the biggest fear clients have is outliving their money.
Your peers are ready. Are you?
Find out what happens when five experts sit down to discuss insurance, fiduciary duties and what is expected of them when serving clients.
From advanced uses of indexed life insurance to Med Supp sales strategies, these are the topics at the top of advisors' knowledge wish lists.
By far the most popular prospecting technique is also the most effective: securing introductions through referrals.
Baby boomers are getting older and that means a lot more seniors on the scene.