In a sense, many advisors work in a box — not knowing, for example, how well they are doing, especially when it comes to sales compared with their peers. If you sold five plans this quarter, is that good? Maybe that depends on the market segment or the type of advisor you are. Therefore, it seemed obvious that the first initiative of the newly formed NAPA Research Institute (NRI) should be a sales benchmarking report called “NAPA Numbers” to let plan advisors know how their sales YTD and this quarter compare.
But we need your help. If you are a plan advisor, please take five minutes to complete the survey by clicking here. You will receive instantaneous summary results when you are finished, and all information will be kept confidential.
We expect to continue this type of collaborative research to help plan advisors and NAPA Firm Partners run their businesses better, deliver superior service and improve DC Alpha — all critical elements of NAPA’s mission.
Click here to contribute to the first NAPA Numbers survey or here to learn more about NRI.
