What is the most noteworthy motivator for advisors? Click here to find out!
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Data Reveals Primary Motivators of Advisors When Making a Change

AdvisorOne has released the data and trends of more than 600 users of the free application, Business Evaluator.

Click here to learn significant findings of those who have gone through the process of evaluating their current business mode, including:

  • Primary motivators of advisors
  • Average reported AUM
  • Average firm revenue & number of clients

>> See the findings now!


PLUS—Get solutions to challenges presented by the market from the Practice Management Primer blog by finance expert Spenser Segal, CEO and founder of ActiFi, including posts on:

Retain More Earnings!

With the Business Evaluator you can get custom reports and recommendations based on your current affiliations, business motivations and sources of revenue. Try it now - Free!

Business Evaluator Tool

New Study Launched

AdvisorOne has announced a new practice management survey with ActiFi that will help identify best practices, and discover future challenges and opportunities. Take the survey now!

Acti-Fi



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