AdvisorMetrics Series, No. 1: Client Engagement And Technology

Sunday, January 31, 2016 01:04

This is the first in a series aimed at helping A4A members stay ahead of the competition.

Dennis Gallant, a 25-year veteran financial services researcher and founder of GDC Research, is collaborating with Advisors4Advisors to provide practice management metrics to independent financial professionals.


AdvisorMetrics1, is focused on client engagement and technology. If you take 11 minutes to complete the survey, you will receive an email with the tabulated results, advisors' answers to every question, and you will also be eligible to attend a webinar in which Dennis Gallant analyzes the results in the context of industry trends and gets your feedback on related issues, probing deeper on issues.

AdvisorMetrics is a continuous feedback loop for market research on independent advisors facilitated led by an independent expert on advisor market-data-research.

Only A4A members who take the survey can attend the webinar session and hear Gallant's analysis, and only advisors may participate. 

Advisors4Advsors is a self-selected community of CFPs, CPAs, CIMAs, CLUs, ChFCs, CPWAs, EAs, CFAs and other financial professionals. You joined A4A because we support independent professionals and we are totally focused on your practice management needs.

AdvisorMetrics is another way A4A collaborates with financial professionals. Once a quarter, we  ask you questions about your capabilities and aspirations, and Dennis Gallant will go over the results of with you. 

If you have a question that you want advisors surveyed on, send it to us, please. We need your input to make this great.   

This Website Is For Financial Professionals Only

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