
Consistently across the past few TMR Outlooks, advisors
have shared their optimism for the industry. This trend
continues in this Outlook as well, with over 60% of the
advisors sharing that they expect to see a double-digit
growth in their annual sales.
One advisor shared,
ANTICIPATED CHANGE IN ANNUAL GROSS SALES, 2025 VS. 2024, SHARE (%)
ADVISOR’S PROFILE
I am close to retirement but have a
very high probability of selling so
keeping status quo and keeping up
until then is important. Will be over
48 years in the business when that
happens.
15%
9%
19%
21%
12%
19%
3%
2%
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
CHART 27
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33