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Practice Management > Building Your Business

Taking the Pulse of Producers

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? At least 53% of producers say that “attracting new clients” is a major challenge.

? At least 40% of producers report the following as a major challenge:

(1) Compliance;

(2) Developing business relationships with CPAs, attorneys and other professionals;

(3) Developing their expertise;

(4) Identifying a successor.

? More than 33% of producers say that “increasing the productivity” and “having the time and capacity to service clients” are major challenges.

Source: LIMRA International, 2005


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