LIMRA Research Executive Group Archives
![](/siteassets/research/global/reg/solving_client_acquisition.jpg)
Kathleen E. Krozel, LLIF, FLMI, ARP 5/8/2019
LIMRA Research Executive Group Archives
Solving the Client Acquisition Equation
Cleary there is a need to bring the consumer and the advisor together. The challenge is, how do they find each other? Is there a way to determine a better “fit” between what the advisor offers (products, expertise, etc.) and what the prospect needs and/or wants?