PriceMetrix, a consulting firm focused on improving retail brokerage and investment sales force results, today announced the publication of its High Performers Broker Survey, which identifies and analyses the characteristics of the Top 100 Canadian investment advisors using the firm’s services.

The firm says it studied thousands of participants using the PriceMetrix program and platform, and identified the “work smarter” tactics and strategies employed by the high performers. The strategies include:

  • : a focus on increasing the assets of existing moderate sized households, and generally improving client mix through more intelligent segmentation. Their average household maintains 5% more assets with them when compared to the average performers.
  • assets of high performing IAs are more productive, overall earning 8% more than the average performers. One means by which they accomplish this is by discounting less than their average counterparts.
  • high performers also generate recurring revenues that account for 47% of their production.
  • they set clear pricing expectations with clients: they have on average more than 140 households paying them more than $1,500 per year for their full service offering, compared to the average performers with 62 households meeting that revenue threshold.



Portfolio productivity, asset size and revenues improved by up to 20% for these “Growth All Stars”, according to the report.

“Our exclusive and patented platform and productivity programs turn average performers into high performers” says PriceMetrix president & CEO Doug Trott.

Between August 2005 and August 2006, the Top 100 Canadian investment advisors saw average increases in assets of $15 million (15%), increased revenues of $168,000 (21%) and increased average assets per household of $41,000 (19%).

“The Growth All-Stars finished the 12 month period with $111 million in assets and $981,000 in production: a very impressive group” said Trott.

PriceMetrix is exclusively focused on assisting retail investments firms grow their assets and revenues by assisting individual investment advisors to become better CEOs of their businesses.

Its platform and program is a combination of reports, tools, client management team, and campaigns customized to meet individual firms’ goals that enable advisors and management to proactively evaluate their businesses and business lines.

PriceMetrix is based in Toronto, Canada and services a North American client base.