Succession Resource Group

Service Sheet

Talent Strategy Report

Annual compensation and staffing benchmarks built on real advisory firm data.

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The Benchmarks Behind Better Pay Decisions

The Talent Strategy Report (TSR) gives independent financial advisory firms access to compensation and staffing benchmarks built from SRG's proprietary valuation database of more than 2,600 advisory firm valuations—not self-reported surveys.

Inside This Service Sheet

  • Compensation benchmarks for more than 20 advisory firm roles
  • Salary and bonus ranges based on firm size, region, and practice type
  • Regional and national benchmarking customized to your firm
  • Data sourced from 2,600+ advisory firm valuations
  • Pricing, delivery timeline, and subscription details

Consultant-Led Support

No templated handoffs

Built for Advisors

Focused on financial advisory firms

Full Lifecycle Planning

Value • Improve • Protect • Grow • Transition • Exit