Equip your sales, marketing, education and training teams with the information they need to strengthen your company's relationship with independent advisers and better understand the landscape and business processes planners have implemented with technology solutions.
FPA is proud to announce the release of the 2008 FPA Firm Technology Report: Leveraging Technology Solutions. This quantitative study focuses on the financial planner channel and provides a comprehensive overview of the types of software planners are using in addition to their satisfaction, trends and challenges.
In this report you will discover:
- Product use
- Satisfaction and business benefits of different types of products
- Top business and technology challenges
- Workflow and decision processes
- Training processes and needs
Download
- Table of Contents (PDF | 30KB)
- Study Excerpt (PDF | 313KB)
- Crosstab Excerpt (PDF | 11KB)
- Order Form — Institutional Members (PDF | 3.8MB)
- Order Form — Nonmember Firms (PDF | 525KB)
Institutional Members have access to a free webinar highlighting study results. Contact Patty Bailey for details.
About the Study
To achieve research objectives, FPA members were selected at random and invited to participate in this online research study fielded February 2008. A total of 290 respondents participated in this in-depth survey for a +/- 5.7 percent margin of error at a 95 percent confidence level.
About the Respondents
While the respondents fell across the entire range of financial adviser segments, the independent channels received the most representation. The largest groups of respondents were independent RIAs (35%), dually registered advisers (21%) and independents affiliated with a broker-dealer (20%).
The revenue ranges from the respondents were under $250,000 to $5 million or more. Forty-seven percent of respondents generated over half a million in revenue last year with 28 percent generating $1 million or more. Seventy-eight percent of respondents are from small firms with three or fewer planners in the firm and half (50%) with three or fewer full-time employees.
Purchase Information
To purchase this study, simply complete and fax or mail a copy of the order form available in the download section above. The cost is $995 for institutional members or $2,500 for nonmember firms.
You will receive:
- A PDF copy of the 2008 study for unlimited distribution within your firm
- An Excel copy of the crosstabs (tabs by adviser channel)
Questions
Contact Patty Bailey.
