How do advisers today view their businesses, future and challenges? What is the scope and scale of advisory businesses today?
What are the key issues that advisers are addressing, and how can they, and you, take action?
These and other issues are the focus of 2016 Trends in Practice Management: Understanding and Driving Client Value, the latest research from the FPA Research and Practice Institute™.
This report aims to help financial advisers of all business models understand how their peers view their businesses today with respect to several key practice management issues – today and in the months and years that follow. The report is purely quantitative to give you the metrics you need to see how you and your business compare to your peers. In February, March and April 2016, we will introduce a series of exclusive whitepapers that will further dig into the data and offer actionable next steps to help you apply the knowledge gained from the research.
