Recently Released!!!
Date Published: September 16, 2020
Summary PowerPoint Deck: 131 Slides
Reference PowerPoint Deck: 210 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor winning tactics & strategies. This research serves to summarize the findings of these two underlying Tiburon research topics. A parallel Tiburon research topic, called the Future of Wealth & Investment Management addresses the industry from a corporate perspective.

This research addresses the historical phases of the financial advisor business, including:

• Emergence Phase
• Haphazard Phase
• Maturization Phase

This research outlines financial advisor business winning tactics & strategies, including:

• Financial Advisor Winning Tactics
  • Financial Advisor Target Marketing Strategies
  • Financial Advisor Sales & Marketing Strategies
  • Financial Advisor Investment Management Strategies
  • Financial Advisor Client Service Strategies
  • Financial Advisor Technology & Outsourcing Strategies
  • Financial Advisor Staffing & Compensation Strategies
  • Financial Advisor Firm Cultures
  • Financial Advisor Industry Networking Opportunities
• Financial Advisor Winning Strategies
  • Financial Advisor Planning & Documents
  • Financial Advisor Benchmarking
  • Financial Advisor Succession Planning, Acquisitions, & the Sale Process

This research ends with some conclusions for financial advisor business winning tactics & strategies, including:

• Digital Marketing will Become the Dominant Sales & Marketing Tactic
• Target Marketing Tactics and the Efficient Use of Technology & Outsourcing will Drive Increased Profitability
• Aging Financial Advisor Force to Drive the Increasing Need for Succession Planning and a More Active Mergers & Acquisitions Market