Thought leadership

Organizations that lead with objective advice that can address their clients' specific challenges are better positioned to differentiate themselves in today's competitive marketplace.

To help his clients achieve this goal, Jeff Briskin has leveraged his deep insights into the issues affecting high net worth, retirement and not for profit clients to conceive and produced a variety of innovative thought leadership publications for these industry segments.

With extensive industry expertise and access to a wide network of subject matter experts, Jeff can work with your company to help create or enhance your thought leadership programs.

Below, you can view numerous samples of the research and white papers Jeff Briskin has written for Bank of America, WealthEngine, and for use by the advisor community.

High Net Worth Prospecting Thought Leadership

Cultivating and deepening high net worth client relationships requires a deep understanding of their demographic and psychographic needs. These pieces provide research and guidance to help financial advisors prospect and build trust among wealth famlies and individuals.

WealthEngine White Paper. Background at the Forefront: Leveraging Demographics to Gain and Retain Wealthy Clients
Philanthropic Insights: Giving Advice: Your Role in Fulfilling Your Clients' Philanthropic Vision
The 2008 Bank of America Study of High Net Worth Philanthropy

Highlights

Nonprofit fundraisers will face major challenges in building and sustaining relationships with wealthy donors next year. Learn how to weather the story by getting Briskin Consulting's free white paper, Five Ways Nonprofits Can Prepare for 2013.

Why do 401(k) plan sponsors select, stick with and switch plan providers? Download the free Briskin Consulting Study of Small-Retirement Plan Sponsors to find out.

Retirement Thought Leadership

A retirement marketing veteran, Jeff Briskin created the Briskin Consulting Study of Small-Retirement-Plan Sponsors, the first research project designed to identify the reasons why plan sponsors select, stick with, and switch plan providers. The Study, and his various thought leadership publications, have earned him industry recognition by 401kwire as one of "America's 300 Most Influential Defined Contribution Plan Advisors."

"Ten Resolutions for Greater Prosperity in the Year of the Fiduciary," from Briskin Consulting's Retirement Insights series.
Download a free copy of the Briskin Consulting Study of Small-Retirement Plan Sponsors, the first research study to reveal the issues that keep plan sponsors up at night and motivate them to select, stick with and switch 401(k) plan advisors and providers
Performance that Plan Sponsors Value Most, an article written for Advisor Perspectives
Retirement Insights, Jeff Briskin's blog on various retirement-related issues
Sample article from Bank of America's Focus on Fiduciary series, created by Jeff Briskin as the financial industry's first quarterly publication covering of issues of fiduciary and regulatory compliance for plan sponsors
Overview of Briskin Consulting's Fiduciary Insights series, a turnkey client communications program enabling plan providers to meet plan sponsor's needs for ERISA fiduciary education

Endowment / Private Foundation Thought Leadership

Jeff Briskin's objective explorations of issues such as investment policies, asset allocation, and donor relations have earned him recognition as a subject matter expert on fiduciary and governance issues of importance to not for profit organizations and private foundations.

Institutional Insights: Liquidity Now: A Holistic Approach for Institutional Fiscal Fitness
Institutional Insights: Where Did We Go Wrong? Rethinking the Principles of Endowment Management
Philanthropic Insights: Family Foundations: Understanding Roles, Responsibilities and Rewards
Bank of America Focus on Fiduciary article for not for profit institutions