Updated Saturday, April 19, 2014 as of 9:14 PM ET
Practice - Practice Management
Moving Parts
by: Mark Tibergien
Friday, January 6, 2012

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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