Tag: Benchmarking

Total 3 Posts

Credo NPS+ Survey: Results for Raymond James

This report delivers recent statistics that tell how clients of Raymond James (a.k.a. “RayJay”) think and feel about how well they are being served by RayJay advisors.  Credo’s annual statistics are presented in the two tables below.  With 2018 only part-way complete, the statistics provided for 2018 are current projections for the year based on…

Advice Service Spectrum Benchmarks

What is the range of services advisors offer their clients?  We call this the advice service spectrum and an individual financial advisor’s service spectrum defines them, in some respect.  It creates the experiential expectations of their clients.  In other words, it creates their brand in the minds of their clients. Credo surveyed 500 advisors from…

Industry Benchmarks: Loyalty of Advisors to their Suppliers

Loyalty is a critical subject for any business. In the investment funds industry, it is always an important topic in sales and marketing circles.  Small fortunes are spent annually trying to mitigate fund redemption and the defection of advisors as they decide what products and suppliers to keep on their product shelves. Legions of wholesalers…