AdvisorBenchmarking is designed for Registered Investment Advisors (RIAs) to help them enhance and grow their businesses. By participating in a confidential online survey, advisors receive a comprehensive free report full of valuable information on industry best practices.
The confidential online survey takes about 20-30 minutes to complete, covering all important aspects of the advisor’s business:
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Marketing
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Client Relations
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Profitability
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Investment Product Use
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Technology Use
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Business Policies
What You'll Learn
Valuable information on industry best practices including:
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Sources from which successful advisors generate new clients.
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Most effective marketing methods used by successful advisors.
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Lucrative market segments that successful advisors focus on.
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How successful advisors allocate their time among the various areas of their practices.
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New investment products utilized by successful advisors.
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And much more.
