Overview:FA Insight works with financial advisory firms and the institutional firms that partner with advisors to achieve greater clarity, performance, and long-term success.
With deep expertise we provide an impartial perspective on the development and realization of growth strategies. Our consulting services include:
Strategic growth planning • Organizational design • Compensation plan design • Performance management • Succession planning • Benchmarking
Additionally, we conduct thought-leading industry research, both proprietary and sponsored. Our research initiatives include the annual FA Insight Study of Advisory Firms, the industry’s largest independent benchmarking study. FA Insight also produces thought-leading guidebooks and white papers that assess the relative performance and future trends in financial advisory firms. We frequently lead customized workshops, webcasts, and presentations on a variety of management and performance-related issues.
Visit FAInsight.com for a more in-depth look at our people, consulting services, research, and reports.