Preview Graphs These sample graphs are designed to give you a sense of the survey output before you engage in the process. Completion of the full survey will grant you access to hundreds of graphs within this tool as well and FREE copy of Tiburon's 225 page research report! To view a full size version of each of these sample graphs, please double click on the mini-graph of your choice below.

Licenses & Designations Reps are Substantially Licensed for Both Insurance and Investment Product Sales. Market Segments Served The Largest Reps Replace Sub-Moderate and Moderate Net Worth Clients With High Net Worth Clients. Revenue Allocation Up-Front Product Commissions Contribute 50% to the Average Reps’ Revenues While Investment Advisory Fees and Trailers Account For an Additional 20-25% Each. Financial Planning and Asset Allocation Software Morningstar and Financial Profiles are the Dominant Financial Planning and Asset Allocation Software Products. Employee Mix One Key to Growth is Clearly the Addition of More Admin Support and Licensed Reps. Goals for Business Across All Rep Firms, There are Three Key Business Goals, All Involve Growing the Business (Assets, Revenues, and Income). If you are ready to get started, just click on the "Take the Survey" button below.