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Schwab 2011 RIA Benchmarking Study Slides 7 5 11

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Schwab 2011 RIA Benchmarking Study Slides 7 5 11

  1. 1. Top growth enablersTop Growth EnablersPercent Of Firms Reporting Factor As An Enabler Maintaining quality 80% client service with growth Closing new business 77% Delivering 70% investment returns Implementing new 69% technology Adapting operations 63% for efficiency Providing access to 58% investment opportunitiesSource: 2011 RIA Benchmarking Study from Charles Schwab, fielded February and March 2011 Schwab March, 2011.Study contains self-reported data from 820 RIA firms. (0711-4224)1
  2. 2. Top barriers to growthTop Barriers To GrowthPercent Of Firms Reporting Factor As A Barrier Time for business Ti f b i 52% development Marketing strategy 39% Identifying new prospects 34% Investment in marketing 32% Finding and hiring new talent 28% Developing a long term long-term 25% strategic planSource: 2011 RIA Benchmarking Study from Charles Schwab, fielded February and March 2011 Schwab March, 2011.Study contains self-reported data from 820 RIA firms. (0711-4224)2
  3. 3. Resources used in developing a strategic plan Best-Managed Firms All Other Firms Percent Of Firms Percent Of Firms Staff expertise p 96% 93% Schwab’s RIA 69% Benchmarking Study 81% Other benchmarking 59% 43% Custodian consultant 56% 33% Third-party data 52% 27% Other resources 30% 29% Small business tools & 20% resources 30% Third party Third-party consultant 26% 41% RIA specific tools & resources 19% 17%Source: 2011 RIA Benchmarking Study from Charles Schwab, fielded February and March 2011 Schwab March, 2011.Study contains self-reported data from 820 RIA firms. Best-Managed Firms are the top 20% of firms in productivity,profitability, and revenue growth. (0711-4224)3
  4. 4. Plans for firm succession Plans for Firm Succession Percent Of Firms Reporting Factor As A Barrier Internal succession 80% Merging with or acquiring another firm 28% Selling the firm 25% Recruiting external 21% successors Other 10%Source: 2011 RIA Benchmarking Study from Charles Schwab, fielded February and March 2011 Schwab March, 2011.Study contains self-reported data from 820 RIA firms. (0711-4224)4

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