Tiburon Strategic Advisors, LLC



Financial Advisors Topical Research Series

The Future of Advice:

The Five Most Important Best Practices of Leading Financial Advisors

(Key Findings)

September 24, 2015

KEY FINDINGS

Evolution of Financial Advisors Industry

Context Setting

Context Setting Best Practices

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Market History

The financial advisors industry emerged in the early 1900s and has subsequently evolved through its emergence, haphazard, & maturation phases.

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Emergence Phase

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Haphazard Phase

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Maturation Phase

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Market Growth

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Leading Financial Advisors

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Financial Advisor Best Practices

Financial Advisor Planning & Documents

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Financial Advisor Target Marketing Strategies

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Financial Advisor Sales & Marketing Strategies

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Financial Advisor Investment Management Strategies

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Financial Advisor Client Service Strategies

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Financial Advisor Technology & Outsourcing Strategies

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Financial Advisor Staffing & Compensation Strategies

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Financial Advisor Firm Cultures

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Financial Advisor Industry Networking Opportunities

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Financial Advisor Benchmarking

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Financial Advisor Succession Planning & Acquisitions

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Future Predictions for the Financial Advisors Industry

Continued Growth in the Financial Advisors Industry

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Five Best Practices Define Leading Financial Advisory Firms

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