Updated Monday, July 28, 2014 as of 12:34 PM ET
Practice - Practice Management
Moving Parts
by: Mark Tibergien
Friday, January 6, 2012
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Partner Insights

A proper assessment of your business revolves around the frequency of serviceerrors, rising overhead expenses, compliance violations, declining client satisfaction, high staff and client turnover, lower profit margins and delays in getting things done right. Most advisors do not have a baseline against which to compare any of these data points, so initially you may be forced to set an arbitrary standard that is acceptable.

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