Welcome to FABestPractices, a business analysis tool built exclusively for fee-only financial advisors! Every small business owner struggles with many issues. Are your profit margins what you want them to be? Are you spending too much time and money on technology? How many people do you need? The questions seem unending. FABestPractices provides fee-only financial advisors a forum to get the answers to these questions, compare their business practices versus other fee-only financial advisors, and learn best practices in areas such as product use, technology use, marketing strategies, and business economics.

FABestPractices 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.

FABestPractices was created in 2002 by Tiburon Strategic Advisors. Tiburon recognizes that the fee-only financial advisor industry is rapidly changing and highly fragmented, making it difficult for independent firms to get the information they need to make strategic business decisions in this highly competitive market. FABestPractices 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!