The 2012 FA Insight Study of Advisory Firms: Growth by Design

Participate now! Fielding closes March 28th.

Following the release of the landmark Growth by Design study in 2010, FA Insight returns to familiar territory in 2012 to support firms in systematically and thoughtfully planning for sustainable growth under any market conditions.

In addition to exploring general business performance, the FA Insight team will present a detailed examination of how executives can drive growth through enhanced operational and marketing capabilities. We define these two capabilities as follows:

Operations—the ability to efficiently and effectively manage the firm.

Marketing—the ability to attract prospective clients to the business.

FA Insight will also address the common misconception that scale alone creates shareholder value by examining how the industry’s most successful firms not only achieve superior growth but also convert this growth into the benefits associated with scale.

Along with offering consultative prescriptions for success based on current industry trends, Growth by Design provides advisory firm owners with a host of critical data for benchmarking their firms against peers. Included are general metrics relating to firm financials and operating performance as well as data specific to marketing and operational practices.

By combining industry-leading research and analytical capabilities with our extensive in-the-trenches consulting experience, the FA Insight team is implementing a study that will serve as a trusted resource for every growth-minded advisory firm, providing critical support for management decision-making.

All firms that participate in the study will gain immediate and exclusive access to the FA Insight People and Pay Benchmarking Tool. The tool provides industry compensation data across advisory positions and allows you to compare your firm against your chosen peer group by electing firm stage, affiliation, and service model. Additionally, study participants will also receive a complimentary copy of the 50+ page study with accompanying data and access to a Webcast with the FA Insight team to review findings and entertain questions. Others may purchase the study report when it becomes available in late summer 2012.

For an overview of the 2012 Growth by Design survey, please click here.

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Since 1980, independent and independent-minded advisors have turned to Investment Advisor for the unbiased news, information, and analysis that they need to grow and run their practices and to provide the best investment advisory and financial planning choices for their clients. Investment Advisor doesn't stop there, however. Its staff of highly professional journalists, esteemed columnists, and expert industry contributors place that information and analysis into context, allowing advisors to meet clients' needs efficiently, effectively, and proactively. Investment Advisor stays ahead of demographic and social trends that will affect advisors in the future, giving readers an edge over their competitors who are focused on the past.

Whether it's wealth management, alternative investments, retirement planning, technology, or practice management, and whether the advisor is a broker/dealer rep or an independent RIA, Investment Advisor remains the leading media valued partner in helping that advisor become and remain successful. Investment Advisor can be found online at AdvisorOne.com, which features all the news, in-depth analysis, market data, tools and networking opportunities advisors need to transform their business—and their bottom line.

 

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