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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Advisor Authority 2017 Chapter 2: Successful Advisors

As markets move faster and the world around us becomes more complex, the most successful advisors are always a step ahead. These top performers look to the future and set the trends, manage more AUM and earn more than their peers.

Now Jefferson National’s Advisor Authority arms you with the eight traits of highly successful advisors to help you define and refine your own path to success. Based on the responses from roughly 1,600 RIAs, fee-based advisors and individual investors nationwide, this latest Advisor Authority special provides key benchmarks and actionable insights from the most successful advisors—who earn more and manage more AUM—to help you drive growth, build a thriving practice, and establish a viable franchise for the future.

Download the Advisor Authority Special Report, "Paths to Success: Profiles of Successful Advisors," to learn how the eight traits of highly successful advisors are a key competitive advantage that is fundamental for the growth and health of a profitable practice.