You Are Invited To Participate:

The State of Understanding Clients 2018

Benchmarking is Now Open!

How do your client understanding practices compare?

Will they set you apart, or leave you behind?

Financial planners and advisors of all stripes are welcome to participate.  


Take the US version of the Survey


Take the Australia/New Zealand  version of the Survey


  •  20 minutes to complete the survey
  • Gain immediate access to the EARLY FINDINGS from the first interview stage of the research, upon completing the survey
  • Receive your customised benchmarking report in late August, showing how you compare against your peers, along with a roadmap for how to progress (View a sample benchmarking report  external-link-symbol)
  • Gain access to the full library of best practices sourced from peers who are leading the way to advance client understanding in October

Why This Research Study? And Why Now?

Advisors and wealth management firms are pursuing client-centric strategies to navigate a rapidly changing and uncertain advice landscape.

With Client Understanding as the foundation for these strategies to succeed, it begs the question:

Just what does world class Client Understanding look like?

Our Objective:

In a first-of-its-kind global study, leading industry associations are partnering to map the frontier of client understanding practices. We will unpack the key elements of world-class client understanding  and build a maturity roadmap for advice firms to get there.


Example Roadmap: Understanding Clients 

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About the Research Process:

This major research initiative will take place across 2018 and involve three phases.

Phase I (April-May): A qualitative research phase involving dozens of interviews with seasoned planners, leaders and experts to create the initial Understanding Clients model and inform the benchmarking survey.

Phase II (June-July): A quantitative research phase in which we will construct and field a benchmarking survey covering the key facets of Understanding Clients.  Planners and firms of all stripes are invited to participate.

Phase III (August-September): A qualitative research effort to identify the leading practitioners from the benchmarking effort, and profile the best practices that will become the roadmap to help the industry advance.

Our Research Partners:

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