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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.

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December 02, 2015

LifeHealthPro: Here are the innovation and practice issues fee-based advisors care about most

 

An article from LifeHealthPro highlights the findings of Jefferson National’s 2015 Advisor Authority study. The study unveils the key issues that concern advisors regarding their practices, how to attract and retain new clients, and the future of the industry.

The inaugural edition of the Advisor Authority report also presents an outlook of the next 12 months, potential threats to the industry and new opportunities. The report segments the research into three categories: The High Earning Advisor, The Advisor with High AUM, and The Tech Innovator.

 

Read more results from the Advisor Authority study, here.