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Welcome to PrivateBankerBestPractices, a business analysis
tool built exclusively for private bankers & wealth managers! Every
financial professional struggles with many issues. Is your compensation what
you want it to be? Are
you spending too much time and money on technology? How many people do you
need? The questions seem unending. PrivateBankerBestPractices provides private
bankers & wealth managers a forum to get the answers to these questions,
compare their business practices versus other private bankers & wealth
managers, and learn best practices in areas such as product use, technology
use, marketing strategies, and business economics.
PrivateBankerBestPractices is also FREE to use! There are 35 questions in the
survey and it will take approximately forty-five minutes to complete. To review
the survey questions, please click on the appropriate button on the left. Once
you have completed the survey, you will be able to print a free, comprehensive
175 page research report! To review the table of contents of the report, please
click on the appropriate button on the left! All of the user data is saved
throughout your session, so you are welcome to return at any time. User
information is protected by our privacy policy. PrivateBankerBestPractices is a
brand-new benchmarking tool; consequently, the charts, graphs, and reports
depicted throughout the site originate from one of its companion sites,
FABestPractices.
PrivateBankerBestPractices was created in 2004 by Tiburon Strategic Advisors.
Tiburon recognizes that the private banking & wealth management industry is
rapidly changing and highly fragmented, making it difficult for private bankers
& wealth managers to get the information they need to make strategic
business decisions in this highly competitive market.
PrivateBankerBestPractices was developed in an effort to close the gap by
offering value-added information. Other firms such as BTA have subsequently
joined Tiburon as sponsors of this tool.
Now, if you are ready to benchmark your practice, let's go! Good luck with your
business!
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