Are you doing as well as your peers? How does your success compare to theirs?

The Study of Advisory Success: An Independent Study for Investment Professionals February 05, 2013 20130205 Broker-Dealer Thought Leadership /images/the-study-of-advisory-success.png The Study of Advisory Success: An Independent Study for Investment Professionals 12566
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The Study of Advisory Success - An Independent Study for Investment Professionals
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The Study of Advisory Success - An Independent Study for Investment Professionals

| Audience: Broker-Dealer

How are investment professionals doing after five years of uncertainty and change? Are they still struggling, regaining their momentum or doing better than before?

Based on more than 350 interviews of investment professionals representing a broad range of business models, the study gauges investment professionals' level of optimism about their prospects for success. The report also explores key gaps that investment professionals will need to close to continue on their path to growth. The Study of Advisory Success: Defining Success Today and Planning for the Future outlines strategies for firms to implement now, including:

  • Building a team that can better address fast-changing investor demographics
  • Understanding the role that online and mobile technology now plays in client interactions
  • Opening career paths to develop talent, acquire younger clients and smooth the path to succession

Topics: Business Development and Planning, Business Model Evaluation, Client Acquisition, Target Marketing, Client Engagement, Recruitment and Retention, Compensation and Rewards, Platform and Workflow

Member Comments

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Jon T. says:

Some very interesting points I wold like to learn more about a single rep finding a successor. I meet a lot of broker/planners, yet I cant find many up to my standards for my clients. I want to make sure my clients are put first, not after the potential payday.

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Are you doing as well as your peers? How does your success compare to theirs?

The Study of Advisory Success - An Independent Study for Investment Professionals February 05, 2013 20130205 CA2A1C4E8EB4435984C3865A13256A70