Last week, AdvisorOne/Summit Business Media and ActiFi announced that they are launching a research study on advisor practice management.
“This study will look broadly across all areas of practice management from sales to human resources, from marketing to business coaching,” said Jamie Green, Investment Advisory Group Editorial Director at Summit Business Media and editor of AdvisorOne in the press release. He added, “Firms that use the study results will make business decisions based on fact, where today it is often based on a ‘gut feel’ of what people think advisors need.”
Click here to read the press release on PRNewswire.
Results from the study aren’t anticipated to be available until “early 2012,” but you can likely benefit from the study by participating in the data gathering process. Typically in studies such as this one, firms who are interviewed or contribute information receive a complimentary copy of the study results. I do not know if study results will be made available for free or for purchase.
According to the press release, you can submit your firm to be included for consideration in the survey by contacting ActiFi at actifi.com or calling (763) 550-0223.
