BENCHMARKING – HOW DOES YOUR PRACTICE STAND UP AGAINST THE REST?

Greater success requires stringent focus on four key "abilities" within a practice: sustainability, reliability, referability and profitability. By examining the “sustainability” of a business, advisors can turn a job into an “asset.” Studies on “reliability” show that only 27% of clients rate their advisors as “excellent.” Learn about the specific actions needed to rebuild, maintain and ultimately deepen your client relationships. “Referability” is a focus on the most important source of new business –generating quality referrals. By understanding how the first three abilities help you run your business with sustainable processes and revenue, you will create the opportunity for the fourth - “profitability”.

This session will teach advisors how to: 

1. Increase  Business Value

2. Reduce Revenue Volatility

3. Generate Quality Referrals

4. Drive New Levels of Profitability