AdvisorKey®

From Research Based Solutions

Strengthening Client Relationships, Elevating Advisor Success

Years Experience

0 +

Founded in 1996 as PsyMetrics Global®, Research Based Solutions has spent nearly three decades helping organizations unlock the behaviors that drive performance.

Who We Are

About Us

At Research Based Solutions, our mission is simple: to enable clients to optimize performance by uniting education, validation, coaching, and development. Through our AdvisorKey® and related programs, we identify the behaviors statistically proven to maximize potential and build coaching effectiveness at the frontline management level. The result is lasting, measurable growth, for individuals, teams, and the organizations they serve.

AdvisorKey® and its family of behavioral assessments have been administered to more than 200,000 client associates over the past 25+ years.

Why AdvisorKey®?

“Over 60% of financial advisors show significant behavioral gaps that limit client effectiveness and goal orientation.”

AdvisorKey® helps close these gaps.

– Research Based Solutions (2020–2025), Composite Findings from Pre-Training AdvisorKey® Assessments

“Only 38% of advisors believe their firms provide defined career paths.” – DeVoe & Co., 2025

AdvisorKey® provides managers with behavioral insights and structured coaching tools to clarify career progression, giving next-gen advisors the growth pathways they are seeking.

“Training remains an afterthought at most firms.”, DeVoe & Co., 2025

With AdvisorKey® - training moves from afterthought to strategic advantage, equipping advisors with the skills, awareness, and client-focused dialogue strategies to thrive.

What We Offer

Benefits of AdvisorKey®

AdvisorKey® Sustained Impact

– AdvisorKey® Advisor Training Participant 2025 Survey Composites

AdvisorKey® Learning & Confidence

– AdvisorKey® Advisor Training Participant 2025 Survey Composites

AdvisorKey® Business Results

– AdvisorKey® Advisor Training Participant 2025 Survey Composites

Unlock Your Team’s Potential with AdvisorKey® Today

Research Based Solutions helps organizations maximize performance through AdvisorKey® and our behavioral programs, identifying key behaviors that drive success and boost frontline management effectiveness.

Our Services

AdvisorKey® Outcomes

Advisor Effectiveness

AdvisorKey® equips financial professionals with the behavioral insights and client dialogue models they need to thrive. By identifying the strengths and gaps that impact effectiveness, the program helps advisors improve confidence, build stronger client relationships, and consistently achieve performance goals.

Client Trust

Trust is the foundation of every advisor-client relationship. AdvisorKey® helps advisors understand and adapt to client behavioral styles, enabling more authentic conversations, better alignment with client needs, and deeper, longer-lasting relationships.

60%+

of financial advisors show significant behavioral gaps that limit client effectiveness and goal orientation. *AdvisorKey® pre-training survey composite

Only

38%

of advisors believe their firms provide defined career paths.

Manager Effectiveness and Efficiency

Frontline managers play a critical role in sustaining advisor growth. AdvisorKey® strengthens coaching effectiveness by giving managers proven tools and frameworks to develop their teams, hold meaningful performance conversations, and drive accountability.

Retention & Growth

Firms today face increasing pressure to retain top talent while driving growth. AdvisorKey® addresses both challenges by equipping advisors to perform at their best and giving managers the skills to keep them engaged, motivated, and aligned with firm objectives.

Enhancing Your Experience

Additional Services Supporting AdvisorKey®

Our additional services are designed to support and enhance your AdvisorKey® experience, helping you maximize efficiency, streamline workflows, and achieve better results.

AdvisorKey®Coach (24/7 Access)

On-demand coaching and reinforcement platform to sustain advisor growth between training sessions and manager interactions.

SuccessionKey™

SuccessionKey™ helps advisors navigate sensitive family dynamics, foster trust across generations, and ensure that wealth transfer conversations strengthen, rather than strain, relationships.

RetentionKey™

Helps leaders see beneath performance metrics and into the specific behaviors necessary to keep their best people engaged, growing, and committed.

Testimonials

What our clients say about us

"The AdvisorKey training transformed how I understand and connect with clients. I can now quickly identify what motivates each client and tailor my communication approach accordingly. My meetings are more focused, and I'm having deeper, more meaningful conversations that actually help clients achieve their goals."

Mark G Financial Services Advisor

"I feel more confident and purposeful in my role than ever before. The AdvisorKey training gave me clarity about my own behavioral patterns and how to leverage my strengths. I approach each day with more energy and enthusiasm, knowing I have practical tools that actually work with real clients."

Susan A. Financial Services Advisor

"What sets the AdvisorKey training apart is how immediately practical everything is. I started using the strategies right away, and my client meetings became more structured and productive. I can keep conversations on track while still building genuine relationships. It's not theory, it's tools I use every single day."

Phil G. Financial Services Advisor

"This wasn't just a temporary boost, the AdvisorKey training has created lasting change in how I work. Months later, I'm still applying what I learned, and the improvements have only gotten stronger. I'm more resilient during difficult situations and continue investing in my professional growth because I can see the real impact these skills have on my success."

Richard D. Financial Services Advisor

“AdvisorKey gives me a clear, structured lens into my advisors’ behaviors. Instead of guessing at what drives their performance, I now have a roadmap that helps me coach each advisor in a way that actually resonates with them.”

Beth M. Financial Services Branch Manager

“With AdvisorKey, I can identify the specific growth areas for my team and adapt my management style to fit each advisor’s needs. It has transformed one-size-fits-all supervision into targeted coaching that builds confidence and results.”

Steven G. Financial Services Branch Manager

Unlock Your Team’s Full Potential

Partner with RBS to implement programs designed to increase associate retention, boost engagement, and drive productivity. Our proven strategies help your team thrive while strengthening your organization from within.