|
|
|
|
|
|
|
|
Best Selling Research Reports
|
|
|
|
|
|
Best Seller!!!
Date Published: May 2005
199 Pages
The purpose of this report is to provide readers with an initial understanding of the specific business practices of independent reps, a booming market of over 90,000 series seven registered reps who own their own businesses and utilize independent broker/dealers such as LPL Financial, Raymond James, Royal Alliance, FNIC, Securities America, & Commonwealth Financial Network. Information on this market has been scarce and vendors continue to struggle with how to offer value-added services. What products & services do independent reps use? What broker/dealers and technology do they use? How do they market to their clients? What are their profit margins? This research provides an in-depth look at how independent reps manage their businesses and identifies key opportunities for vendors seeking to serve this market. A parallel report published by Tiburon addresses this market in a top-down way, outlining the size of the independent rep market. This report goes a step further and specifically utilizes detailed survey data from Tiburon’s 35-question independent rep benchmarking tool at www.IndependentRepBestPractices.Com to identify the product usage, business models, & best practices of leading independent reps. This is the second draft of Tiburon’s research on this topic.
Tiburon’s first draft of this report was published in 2003; that draft was Tiburon’s first attempt at analyzing the data from its independent rep benchmarking tool.
This is Tiburon’s second draft of this report; this draft aligns the report’s structure with that of other Tiburon research reports. It is based on data from 1,476 independent reps.
Written by Tiburon Managing Principal Chip Roame, Senior Research Manager Pablo Perez, & Research Associate Madhu Subramanian.
|
|
|
