Industry Benchmarks

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How do you find new clients? (out of 100%)
· Print and digital advertising/marketing efforts: 8.5%

· Referrals from professional sources (other advisors, broker deals, custodians, or banks): 17.5%
· Referrals from personal sources (clients, family, or friends): 50.9%
· Seminars, cold calling, advertising, and digital marketing: 19.3%

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Please rank your growth metrics by priority:

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What are your growth expectations for your assets under management (AUM) for the next 6 months?

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What are your growth expectations for your number of clients for the next 6 months?

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How are you currently performing in these areas?

· New client acquisition
· Hiring and managing staff
· Managing advisor capacity
· Incorporating/managing technology needs
· Compliance and regulatory responsibilities

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On average, how many hours per week do you spend in each area?

· Business development: 9.0
· Investment management: 5.5
· Administrative: 4.2
· Professional development: 3.2
· Management and other: 4.7
· Direct Client Activity: 26.7
· Meeting with current clients: 8.8
· Meeting prep: 5.3
· Planning analysis: 6.6
· Client servicing tasks: 6.0