Our independent research forms the foundation of our programs.
It helps us stay cutting-edge with what's working for advisors.
Download our latest research reports.
Our research reports highlight how financial advisors can capture the attention and better understand the needs of today's affluent investors. Our reports answer critical questions such as:
- How do investors search for an advisor?
- What marketing efforts should an advisor be implementing?
- How does friendship impact client referrals?
- How do thought-leadership efforts shape affluent perceptions?
- How does your website affect affluent perceptions of your business?
- How does having a podcast, being an author, or video personality impact your business?
- How can you build client satisfaction in your practice?
- And much more…
Where should we email your reports?
We are good partners.
Providing whitepapers, presentations, and podcasts for advisory firms and the mutual fund and annuity companies who serve them.
Here are some of our favorite topics.
Client Acquisition:
Activities used by financial advisors to find new clients. This includes prospecting strategies, referral generation, niche marketing, and community visibility efforts. We analyze what top-performing advisors do to consistently attract high-quality affluent prospects and turn first conversations into long-term relationships.
Practice Management:
Systems and metrics used by well-run financial practices. This covers operational workflows, client service models, revenue tracking, and performance benchmarks that drive efficiency and growth. Our research identifies the habits, structures, and key performance indicators that separate high-performing firms from the rest.
Teaming:
Strategies for working together to service affluent clients. Effective teaming clarifies roles, enhances communication, and creates a seamless client experience across the firm. We study how successful advisory teams structure responsibilities and incentives to improve collaboration, accountability, and client outcomes.
Social Media:
Digital skills for building loyalty and uncovering opportunities. This includes content strategy, platform selection, compliance considerations, and engagement best practices. Our insights reveal how advisors can use social media intentionally to strengthen relationships, reinforce expertise, and stay top-of-mind with affluent investors.
The Affluent:
Insights into the affluent and their financial relationships. We explore their expectations, decision-making processes, advisor selection criteria, and definitions of value. Our research helps advisors better understand how affluent investors think, what they prioritize, and how to build trust that leads to enduring partnerships.
