Our Services
Best Practice Research offers a wide range of services, ranging from hourly consulting to address a particular issue to strategic consulting engagements and custom research. Our first priority is to understand your needs with respect to results, budget, and timeframe. We then work with you to find the right solution for your business. While we have listed some of our more common services below, please contact us to discuss your particular situation and needs.
+ For Financial Advisors
- Business strategy development
- Staffing and compensation model design and validation
- Advice and service model development
- Client service and segmentation model design
- Pricing strategy and fee-based pricing adoption
- Client satisfaction survey and advisory council development and facilitation
- Transition/succession planning and merger consulting
+ For Broker/Dealers and Clearing Firms
- Financial advisor segmentation modeling
- Advisor satisfaction survey development and administration
- Recruiting strategy consulting
- Advisory program development and marketing strategy
- Competitive analysis
- Financial planning and wealth management service model design
- Advisor training programs (transition to fees, building a profitable advice model,
staffing and compensation systems)
- Custom research
+ For Investment Managers
- Financial advisor segmentation modeling
- Wholesaling channel strategies
- Value add program development
- Marketing strategy development
- Advisor training programs (transition to fees, building a profitable advice model,
staffing and compensation systems)
