FPA has partnered with Cerulli Associates to provide members with timely data and insights about the advisor marketplace.
Participate in this new, confidential research study by June 30th sponsored by Cerulli Associates and
receive a complimentary report based on the key findings from Cerulli’s latest research update.The report leverages data-based insights to demonstrate how advisors can harness the power of their client experience to:
- Fuel growth
- Reduce attrition
- Generate a strong referral system