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Life Health > Running Your Business

How advisors sell in 2014 [infographic]

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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.