Watch our Advisor Growth Webinar A Path to Calculated Growth

LPL Financial recently released the Advisor Growth Study, six-year longitudinal research that connects top growers with their key behaviors. At the center of the study is the LPL Advisor Growth Index (AGI), a data-backed benchmark that evaluates advisor performance across acquisition, development, and retention — a tool that helps advisors assess their current performance and strategically identify opportunities for growth.

Understanding the Power Behind the AGI

Built on cutting-edge AI and machine learning, the Advisor Growth Index is grounded in data analysis from 14,000+ LPL advisors and over 100 practice-level variables. The veracity of the data makes this research relevant, noteworthy, and significant. The insights derived from it make the research actionable — for all advisors to position themselves for sustainable success.

Tune into the webinar to:

• Learn more about the AGI
• Explore the four areas that all top advisors focus on
• Understand the metrics that shape those four areas — for example, top growing advisors have <35% of clients in decumulation and get 30%-60% of their growth from clients with the top 10% in AUM
• Understand why it’s important to change only one focus area at a time and how doing so can lead to a 5% jump in revenue, based on the research

To learn more about this industry-leading research, read the Advisor Growth Study now.