Choosing a Financial Professional: What Attributes Are Important to Consumers

Choosing a Financial Professional: What Attributes Are Important to Consumers

LIMRA LIMRA

LIMRA

Worldwide trade association providing research, development and consulting services to the financial services industry.

发布日期: 2023年9月15日
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By: Erin Bowler, MBA, Senior Analyst, Distribution Research, LIMRA and LOMA

September 2023

When a coach is choosing players for a team, there are many qualities to consider in the athletes. Stamina, experience, versatility and personality can all influence a coach’s decision. The same is true of consumers when choosing a financial professional (FP).

Topping the list of important attributes in an FP are...

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