The ROI of Financial Planning



The ROI of Financial Planning describes the planning activity of the advisors in the study—how many plans per month they initiate or update, and the quality of those plans—and the impact of that planning activity on the advisor’s annual production.

This study helps management benchmark their advisors’ planning activity, understand which advisors benefit most from embracing planning in their interactions with clients, and what the firm and advisor can expect in additional production from reaching higher thresholds of planning activity.

Additional information

Institution Type

Institutions that Partner with 3rd Party BD, Bank-Owned BDs, 3rd Party Broker Dealers and Product & Service Providers