Thought Leadership Research Series


The Thought Leadership Research Series are a collection of research efforts highlighting trends and insight on the ‘day in the life’ activities of financial advisors. Topics range from investment, practice management, and wealth planning activities with the goal of the results to assist advisor become more efficient and knowledgeable.

Generational Wealth Transfer

  • May 8, 2013

    Coaching and Selling Skills  

    Download the latest report in's Though Leadership Research Series, "Coaching and Selling Skills"....More
  • Feb 14, 2013

    Advisor Use of ETPs - Lessons From the Trenches  

    In 2013, is conducting pioneering research designed to educate wealth advisors on some of todayʼs leading industry topics. Each monthly study surveys the views of 500+ advisors, and provides valuable insights into timely subjects that are of critical interest to financial professionals....More
  • Nov 14, 2012

    Trends, Insight and Practical Actions for Success in Social Media  

    Recently, conducted a survey of more than 1,500 wealth advisor and planners to explore social media adoption trends within each of the different advisory channels......More

How to Download Reports

All reports are complimentary to download with site registration. Not a registered user?

Upcoming Reports in the Series

  • Coaching and Selling Skills

  • Transitioning To a Fee-Based Business

  • Business and Marketing Plan Development

  • Techniques To Understand Portfolio True Risk Profile

  • Women Advisors and Women Investors

  • Retirement Planning

  • Rep as Portfolio Manager

  • Advisor Benchmarks

  • Next Generation Advisors and Investors

  • Social Media By Gender/Age

  • Estate Planning

Sponsorship Opportunities

Find out how to sponsor a topic.

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