
CHART 22
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31
ADVISOR PROFILE
A quarter of the advisors made more than
$1 million in annual sales in 2023. Those
with more experience in the industry are
selling more, which reveals that this is a
business with long-term gains and that
experience is the best teacher. Those newer
to the industry should seek guidance from
more experienced advisors in order to
speed up their learning process.
ANNUAL GROSS SALES BY BUSINESS TYPE, YEARS IN BUSINESS &
ADVISOR AGE, SHARE (%)
Agency
Advisor/IC
Up to 5 years
6-10 years
11-20 years
20-30 years
30+ years
18-44 years
45-64 years
65+ years
All Advisors
Advisor Age Business
Type
Years in Business
Up to $1m More than $1m
49%
84% 16%
7%
22%
34%
49%
56%
15%
25%
31%
26% 74%
69%
75%
85%
44%
51%
66%
78%
93%
51%