Financial Advisor Winning Strategies:
Planning & Documents, Benchmarking, and Succession Planning & Acquisitions

Recently Released!!!
Date Published: March 12, 2019
Summary PowerPoint Deck: 111 Slides
Reference PowerPoint Deck: 154 Slides

The purpose of this research is to provide readers with an understanding of some of the strategic issues involved in running a successful financial advisory business, including financial advisor planning & documents, financial advisor benchmarking, & financial advisor succession planning & acquisitions.

This research addresses three historical phases, including:
  • Haphazard Phase
  • Organization Phase
  • Maturation Phase
This research addresses several strategic topics, including:
  • Financial Advisor Planning & Documents
  • Financial Advisor Benchmarking
  • Financial Advisor Succession Planning & Acquisitions
And this research makes the several predictions, including:
  • Financial Advisor Planning & Documents to Mature
  • Financial Advisor Benchmarking to Grow in Importance
  • Financial Advisor Succession Planning to Become More Formalized

Subscribe to this Tiburon Research

Client Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.