Services

Through the following suite of products, Advisor Impact seeks to help the financial services industry in achieving true 'end-to-end engagement' between the industry's service providers and their respective clients. We accomplish this through the study of the relationship between investors and their financial advisors, the relationship between advisors and their asset management partners and, finally, the relationship between advisors and their broker-dealer/custodian/wirehouse.


Client Audit

The Client Audit is a turnkey client feedback program that helps financial services professionals to build deeper client relationships and increase revenue and referrals.

Financial Advisors

Accountants

 
 
Advisor Audit

The Advisor Audit is designed to help asset management firms build deeper relationships, support a consultative sales approach and uncover additional opportunities among advisor clients.

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Industry Research

Advisor Impact conducts industry-level investor and advisor research, both independently and on behalf of broker-dealers and asset management firms.

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Practice Management Workshops

Our practical workshops address many critical practice management issues and provide you with the ideas and tools to improve productivity and profitability.

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Business Success Kit

The Business Success Kit is a practical guidebook and toolbox to help you improve practice efficiency and productivity.

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