More than 2 in 3 advisors are optimistic
about the coming year and predict
double-digit growth in annual gross
sales. Over 1 in 6 advisors (17%) expect
to see a 50% growth.
Around 70% of the advisors said that
they make up to $1 million in annual
gross sales. Those with more than 20
years of experience are almost twice
as likely to make more than $1 million
a year, compared to those with six to
20 years of experience.
ANTICIPATED CHANGE IN ANNUAL GROSS SALES, 2025 VS. 2024, SHARE (%)
17%
10%
21%
22%
9%
17%
3%
1%
Up 50% or more
Up 30-49%
Up 20-29%
Up 10-19%
Up 1-9%
No change/ Unsure
Down 1-9%
Down 10% or more
ADVISORS’ PROFILE
32
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CHART 21