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Recently Released!!!
Date Published: November 2011
Comprehensive Power Point Deck: 438 Slides
Summary Power Point Deck: 96 Slides
The purpose of this research is to provide readers with an initial understanding of the profiles & best practices of leading third-party administrators. This research includes detailed profiles of over a dozen leading third-party administrators (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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Public Access
Please click on the Table of Contents icon below to see more details of this research.
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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.
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If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.
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