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One-quarter of investors believe their advisor has not “earned the right” to receive a referral.
The survey shows 8 in 10 advisors spend most of their time on client management, communication and service.
Nearly six in 10 survey respondents say the post-cliff environment creates new opportunities for investment and tax planning.
The survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.
The survey reveals that 73% of advisors only communicate with prospective clients once a month or less. Yet, 41% say they plan to acquire between...
The report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospect’s life...
The survey finds that more than half of investors (54.2%) who receive a holistic view of their assets have referred their advisor.
The individual life insurance policy count improved four percent in the second quarter, according to LIMRA.