NAPA Advisor Research Institute (NARI)

Inaugural Survey Overview

As one of NAPA’s most valued advisors, we invite you to participate in the inaugural NAPA Advisor Research Institute (NARI) Survey. By leveraging the power of the NAPA network, we intend to provide advisors with valuable peer benchmarking and practice-level insights.

Who Should Respond: Producing advisors.

The Give/Get: In return for responding to our survey, all participating advisors will receive a copy of the key findings.

The Survey: This survey is ~30 questions long and covers:

- Basic Practice Information

- Revenue and Growth Opportunities

- Staffing

- Firm Valuation

It should take ~30 minutes to complete. To review the questions before submitting your response online CLICK HERE

Confidentiality: Your response is confidential and NOT for individual attribution. Results will only be shared in aggregate.

Questions: Please contact Suzanne Raffaele at sraffaele@retirementlf.com or 610.389.3277

Question Title

* 1. Please provide your:

Name:

Firm:

Email:

Question Title

* 2. How do you classify yourself:

Retirement Plan Specialist

Primarily a Wealth Advisor

Hybrid (Retirement and Wealth)

Other (please specify)

Question Title

* 3. Please indicate if your practice is owned by one of the following:

My practice is owned by a Retirement Plan Aggregator (e.g., CAPTRUST, OneDigital, HUB)

My practice is owned by a Broker/Dealer

My practice is owned by a Wealth RIA (e.g, Mariner, HighTower)

My practice is owned by our Principal/Partner Advisor(s)

Other (please specify)

Question Title

* 4. If you selected "My practice is owned by our Principal/Partner Advisors," please provide the RIA and B/D with which you are affiliated.

RIA

B/D