• Introduction
• Business Performance
• Business Development
• Human Capital
• Operations Optimization

• Introduction
• Business Performance
• Business Development
• Human Capital
• Operations Optimization

Best Practices Study Series^SM

The Best Practices Study Series raises the bar on best practices research,
in a way that helps you build a better, more profitable business.
– Stephanie Bogan, President

What is the Best Practices Study Series? A four-part study series, taken in simple, manageable segments, representing the most comprehensive study in the industry. Brought to you in an easy, online format, the study series goes beyond reporting to provide you with online analysis of your study data in personalized Dashboards across the four disciplines covered in the series:

• Best Practices Part 1: Business Performance
• Best Practices Part 2: Business Development
• Best Practices Part 3: Human Capital
• Best Practices Part 4: Operations Optimization

Why should I participate? Simply put, advisors that monitor their performance perform better. With the Study Series & Dashboards we’ve made it easy to measure your performance. Future tools will expand your ability to further analyze your firm results and increase performance one building block at a time.

• It's Easy: Each study takes about 30 minutes to prepare for using our Study Preparation Worksheet which helps in you gather key data before starting, and then it takes about 30 minutes to complete online. We made participating as quick, easy and convenient as we possibly could while still having quality information to report.
• It's Personalized: Once you complete each study, your study data is instantly calculated and populated to a personalized, online Dashboard showing your personal performance metrics compared to your goals. Approximately four weeks after the study closes, your Dashboard will provide side-by-side comparison to the industry benchmarks.
• It's Saved: Your study data is securely stored and pre-populated into future studies so that you never have to enter the same information twice. Each study remembers you, and is easier to take than the last.

What do I receive for participating? The more advisors that participate, the better, broader information we have to share. So we’ve worked hard to make it valuable for everyone to participate:

• Dashboards – Each study delivers your performance metrics to a personalized, confidential, online Dashboard, with side-by-side comparison against your goals and study benchmarks, providing you with insight about your business to help you make it even better.
• Study Findings Report – You will receive a Study Findings Report outlining key insights, best practices and ideas to use in your own practice.
• Best Practices Call – You will receive an invitation to a conference call sharing valuable insights gleaned from Study Findings, including the best practices of 1QA top performers and ways you can use best practices to build your business and achieve the same results.

How much does it cost to take the study? It’s FREE! There is no cost for participating in the study. An hour of your time for each Study is all it takes to get powerful information that will help you build a better, more profitable business.

Will my information remain private? Yes, your information will remain confidential via our secure Quantuvis Online Web site. Index data will never be shown outside of Quantuvis.