Private Banker Profiles:
Learning Best Practices by Profiling Leading Firms

Date Published: November 2011
Comprehensive PPT Deck: 309 Slides
Summary PPT Deck: 44 Slides

The purpose of this research is to provide readers with an initial understanding of the profiles & best practices of leading private bankers. This research includes detailed profiles of dozens of leading private bankers (a wholesaler's bible), seeking to identify best practices in critical areas such as sales & marketing, staffing & compensation, technology use, & succession planning.

This research supports two conclusions:
    • Five Best Practices Define Leading Financial Advisor Firms
    • Fee-Based Financial Advisors & Independent Broker/Dealer Reps Best Positioned for Success

Benchmarking Categories View:

  • Target Markets
  • Products & Services
  • Sales & Marketing
  • Human Capital
  • Technology

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