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Best Selling Research Reports
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Recently Released!!!
Date Published: February 2011
58 Pages
The purpose of this report is to provide readers with an initial understanding of the profiles & best practices of leading financial advisory firms across a wide variety of traditionally defined markets & distribution channels. The report (and its underlying reports) includes detailed profiles of over 1,000 leading financial advisory firms (a wholesaler's bible), seeking to identify best practices in critical areas such as sales & marketing, staffing & compensation, firm cultures, technology use, industry networks, & succession planning. This is the third draft of Tiburon's research on this topic.
Tiburon's first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report. That version was also bundled with Tiburon's financial advisor benchmarking research report, and it focused primarily on developing an organized structure for reviewing financial advisor benchmarking data and establishing profiles on hundreds of financial advisory firms across a dozen categories, including wirehouse, regional, & boutique broker/dealer brokers, independent reps, fee-based financial advisors, and CPAs & other tax professionals.
Tiburon's second draft of this report was published in 2009; that draft was unbundled from Tiburon's equally thorough financial advisor benchmarking research report. That draft was also coordinated with the findings from Tiburon's financial advisor mergers & acquisitions research report and its structure was aligned with that of other Tiburon research reports. That draft also includes dozens of refined and new profiles, including those for Argent Financial Group, Convergent Wealth Advisors, Focus Financial Partners, Oxford Financial Group, Trust Company of Illinois, & Trust Company of Virginia.
This is Tiburon's third draft of this report; this draft separates Tiburon's financial advisor profiles research into thirteen underlying research reports, with this report serving as the summary and identifying the cross-industry silo financial advisor best practices.
Written by Tiburon Managing Principal Chip Roame, Senior Research Manager Pablo Perez, & Research Associate Madhu Subramanian
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