Third-Party Administrator Profiles:
Learning Best Practices by Profiling Leading Firms

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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