A new study offers benchmarking insights on the practices and focus of the nation’s leading advisors.
That’s right — armed with feedback from some of NAPA’s top advisors and input from NAPA APEX attendees, the NAPA Advisor Research Institute (NARI) has launched its first survey, and will present those results at the 2024 NAPA 401(k) Summit.
The results will be segmented so that advisors can compare themselves to others who truly “look like” them (in terms of firm, channel, practice focus, and team size). In this session you'll get a sneak peek at results of the NAPA Advisor Research Institute’s (NARI) first official research survey, provide input for future survey topics, and meet the team driving NARI’s research. You’ll walk away with:
- Insights on key practice levels around revenue, profitability, and staffing.
- Gain perspectives on strategic growth opportunities.
- A “sneak peek” of the results of the inaugural survey findings.
If you haven’t participated yet — you can still do so TODAY at https://bit.ly/NARITW
And don’t forget to sign up for the NAPA 401(k) Summit — April 7–9 — early bird rates end soon!
