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2016 Trends in Practice Management:

Understanding and Driving Clie​nt Value​​

​How do advisers today view their businesses, future and challenges? What is the scope and scale of advisory businesses today? 
What are the key issues that advisers are addressing, and how can they, and you, take action?

These and other issues are the focus of 2016 Trends in Practice Management: Understanding and Driving Client Value, the latest research from the FPA Research and Practice Institute™.

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This report aims to help financial advisers of all business models understand how their peers view their businesses today with respect to several key practice management issues – today and in the months and years that follow. The report is purely quantitative to give you the metrics you need to see how you and your business compare to your peers. In February, March and April 2016, we will introduce a series of exclusive whitepapers that will further dig into the data and offer actionable next steps to help you apply the knowledge gained from the research.



Available Whitepap​​ers:

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Defining and ​Communicating Your​ Value

The first of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™. 
Download your copy today!

*You will be prompted to login to OneFPA.org when you click this link as the whitepaper is for FPA members only.

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Operationalizing and Communicating Your Value

The second of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™. 
Download your copy today!

*You will be prompted to login to OneFPA.org when you click this link as the whitepaper is for FPA members only.

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Coming soon in June 2016 – Monetizing Your Value

Stay tuned for much more outstanding practice management​​​ content from the FPA Research and Prac​​​​tice Institute™.​


Access Now:

​Report: 2016 Trends in Practice Management: Understanding and Driving Client Value 

Press Release: Financial Advisers Give Themselves a B-Minus in Short and Long-TermBusiness Planning​​


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