Research firms' output is invaluable in helping to guide and support a firms' strategy, writes Tim Sargisson. No research without action. No action without research...
I am indebted to all the research firms who provide us with the all-important industry data and information relating to our profession. Their output is invaluable in helping to guide and support a firms' strategy. No research without action. No action without research. One of the very best firms out there is NextWealth. Heather Hopkins [Ed. PA's keynote speaker on its Retirement Planning Roadshow] and her team build a unique proprietary data set on products, pricing, and processes. I highlight NextWealth because its latest Financial Advice Benchmark Report is critically helpful in allowi...
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