The 2010 FA Insight Study of Advisory Firms: Growth by Design

Actively planning growth, building scale, and deepening business management capabilities can no longer escape the attention of advisory firm owners and executives. Firms that systematically and thoughtfully plan for business success will succeed in creating sustainable growth irrespective of market conditions.

To help firms consistently realize growth, Growth by Design presents a detailed examination of how firms grow and, more importantly, offers considerations for how firms should grow. The study draws from survey data from more than 200 independent advisory firms. The input from these firms across a wide range of business topics yielded a rich source for analysis.

Growth by Design follows People and Pay, FA Insight's inaugural study released in 2009. In Growth by Design we move from people practices to a special focus on two other important leading indicators of firm performance—marketing and operations. These two functions have important implications for how, or whether, firms grow.

In addition to offering consultative prescriptions for success based on current industry trends, Growth by Design also 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 has developed 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 participated in the study received a free copy of the report and access to a Webcast that reviewed survey findings. Others may purchase the study report for $250.

For excerpts and a more detailed overview of the study, click here.

Our Media Partner

With a print circulation of 110,000 and a vibrant Web site at InvestmentAdvisor.com, Investment Advisor is nearing its 30th year of serving independent and independent-minded investment advisors and financial planners across the United States. Investment Advisor—part of Summit Business Media, LLC, a leading B2B media and information company for the insurance, investment, and professional services markets—offers information and analysis on wealth management, retirement planning, investment strategies, practice management, compliance and regulatory issues, and insurance and tax planning, all designed to help registered investment advisors and independent broker/dealer representatives become more successful. Investment Advisor is part of the Investment Advisor Group at Summit Business Media, which comprises Investment Advisor and Research magazines and their respective Web sites, WealthManagerWeb.com, BoomerMarketAdvisor.com, and AdvisorBiz.com. For more information, visit InvestmentAdvisor.com and SummitBusinessMedia.com.

 

© 2012 FA Insight | site map