MARKET METRICS

ADVISORY RESEARCH

Partnering with asset managers and insurance carriers to drive meaningful decision making with the highest quality data

Advanced research leading data-driven decisions

Market Metrics Advisory Research provides a unique combination of high-quality market research, peer benchmarking, custom consulting, extensive industry experience and advanced data analytics covering advisor-sold investments and insurance.  For over two decades, these exclusive studies have revealed deep, data-driven insights that arm asset managers and insurance carriers with actionable intelligence to optimize performance.

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High-quality Market Research

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Peer Benchmarking

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Custom Consulting

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Extensive Industry Experience

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Advanced Data Analytics

EXPLORE RESEARCH SOLUTIONS

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Based on interviews with broker dealer advisors and RIAs, this study determines their needs, behaviors and satisfaction with the asset managers and insurance companies they work with most closely.  The research is segmented by products most often recommended by intermediaries and includes advisor self-stated numbers of in-person visits, calls and emails from each provider. The results are analyzed, synthesized and customized for each client focusing on key strengths, weaknesses and issues relative to direct competitors.

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Through interviews with research analysts, this study provides insight into their needs, behaviors and satisfaction with their current asset manager relationships. The results are analyzed, synthesized and customized for each client focusing on key strengths, weaknesses and issues relative to their competitors.

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Through interviews with 401(k) and VA product gatekeepers as well as national sales managers and sales desk managers, this study provides insight into their needs, behaviors and satisfaction with their current asset manager relationships. The results are analyzed, synthesized and customized for each client focusing on key strengths, weaknesses and issues relative to their competitors.

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This study provides a comprehensive analysis of asset manager websites and marketing collateral by identifying industry trends and best practices in user experience and content. Results are analyzed, synthesized and paired with our competitive insights to produce customized strengths, weaknesses and issues for each client.

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This two-part benchmarking study consists of interviews with sales forces as well as collection of their compensation actuals. On an annual cadence, we interview external and internal wholesalers at mutual fund and annuity firms to determine their needs, behaviors and satisfaction with their current employers and managers.

Additionally, individual-level compensation data is collected across firms’ wholesalers, wholesaler managers and national accounts teams, and detailed interviews are conducted regarding compensation plan structures for the upcoming year.

DATA. ANALYTICS. INSIGHT.

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