Advisory Distribution Performance Benchmarking Questionnaire 2009
Owen James, working with KPMG, has produced an Advisory Distribution Performance Benchmark to support IFA’s strategic business decisions. This will be the third year the Benchmark Survey been run.
The benefits of participating include an opportunity to:
- Benchmark yourself against similar business models.
- Identify the productivity pressure points within the IFA firms by analysing data on business practices and performance.
- Formulate actions to reduce costs and improve profitability.
- Highlight examples of best practice.
The questionnaire is available for completion by all companies classified as independent financial advisers. The survey will open on Monday 30 March and will remain open until Tuesday 5 May.
All data will be treated totally confidentially. Only participants who supply full data will receive a free copy of the findings on Tuesday 9 July and an opportunity to benchmark themselves against similar models for a nominal fee.
If you would like to discuss any aspect of this study, do please contact: James Goad, Owen James at 01483 861 334 jamesgoad@owenjamesevents.com
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