Find out how your peers fared in 2019, with info on firm growth, client service, fees and pricing, niche focus, and more.

This 123-page Benchmarking Survey Summary includes data related to:

  • Member goal achievement (revenue, client acquisition, professional development, and business goals) 
  • Niche focused growth strategies
  • The success of various service trends and offerings
  • Fee structure and the benefits of various fee types and pricing models 
  • Annual financial and growth trends
  • Benefits of the CFP designation
  • Sources of business growth and client referrals 
  • Prospect conversion rates
  • Consultive services - number of services offered by top performers 
  • Service delivery and communication strategies 
  • Client productivity and profitability by engagement type
  • Profit management - revenue growth rates for various types of firms