How advisors sell in 2014 [infographic]

February 18, 2014 at 10:21 AM
Share & Print

In late 2013, LifeHealthPro and Retirement Advisor asked advisors about their practices, their selling styles, their product portfolios. What's working? What isn't? Who do they sell to, and why? Is a securities license necessary given the ways that they market and the economy have changed? Nearly 150 advisors weighed in to give us a peek inside their practices. Here's what they shared.