Performance of Highly Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Tuesday, June 25th, 2013

As a continuation of our Successful Advisors survey in 2012, ByAllAccounts conducted a similar survey again in May 2013 to identify the traits of ‘highly successful advisors’ and find out any significant changes in the results from last year. We collected 400+ responses this year which included RIAs, financial planning firms, broker dealers and others. Client satisfaction was rated the most important indicator of business success in, both, 2012 and 2013...Read More »

Traits of Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Monday, May 6th, 2013

In Q2 2012, ByAllAccounts conducted a survey to find out the common traits of successful financial advisors. The survey provided interesting insights. What we found was that advisors spent most of their time with clients, not in the back-office - 81% said they spend the majority of their time on client management, communication and service; while only 18% said back-office operations and reporting. Among the other key findings were:-..Read More »