[ Advisor Survey 2014 ]

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%].


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.



5 challenges advisors must overcome in 2014

Your peers are ready. Are you?


A discussion of insurance duty: fiduciary standard and suitability

Find out what happens when five experts sit down to discuss insurance, fiduciary duties and what is expected of them when serving clients.



4 product trends to know about in 2014

From advanced uses of indexed life insurance to Med Supp sales strategies, these are the topics at the top of advisors' knowledge wish lists.


The rise of the Internet life insurance agent

In 2013, just 50% of consumers preferred to buy life insurance from an agent face-to-face. Here's why that's a big opportunity.



5 best ways to prospect in 2014

By far the most popular prospecting technique is also the most effective: securing introductions through referrals.


Fishing for clients

Like fishing, prospecting requires patience, knowledge, perseverance, confidence and effort.

Sales & Marketing


5 ways the silver tsunami is changing your business

Baby boomers are getting older and that means a lot more seniors on the scene.


Why nobody reads your blog or website

In order to compel people to find out more about your firm, your message must be authentic.

Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.