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We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
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It is our commitment to serving RIAs and fee-based advisors that inspired us to launch an annual nationwide study that we are calling Advisor Authority. Commissioned by Jefferson National and conducted online by Harris Poll in April, 2015, this study surveys more than 500 financial advisors nationwide, focusing on the innovation and issues you care about most.
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EIGHT OUT OF TEN RIAs AND FEE-BASED ADVISORS EXPECT THEIR FIRM’S PROFITABILITY TO INCREASE IN NEXT 12 MONTHS
Jefferson National’s First Annual Advisor Authority Study Finds Most Successful Advisors are Marketing Innovators and Technology Adopters