Philosophically, just as Customer Relationship Management (CRM) is intended to continually improve relationships with customers, Advisor Relationship Management (ARM) is intended to continually improve relationships with advisors. ARM is not software, although software is often an integral part of implementing effective ARM strategies. ARM is a business strategy...

from Advisor Relationship Management (ARM): Identify, Recruit and Retain the Right Advisors

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What is your firm’s top strategic priority in 2010? Growth through recruiting Retaining the best advisors Handling growing compliance requirements Other; please describe:

How do you plan to improve your firm’s management of advisor relationships? Add personnel Redefine best practices and service strategies Upgrade tools and systems No plans Other; please describe:

What would your advisors say should be your top priority in 2010? More training and support Improved service–faster, more personal, etc. Better compensation More practice management services Upgraded technology Other; please describe:

How many systems does your firm use to manage its relationship with an advisor, from recruiting through on-going support? 1 or 2 3 or 4 5 or more