Financial Advisor Benchmarking
Take your financial advisory practice and marketing to the next level.
The Advisor Practice Management benchmark and marketing evaluation is a unique, objective and innovative business diagnostic tool and evaluation proven and backed-up by the knowledge and experience of the Advisor Practice Management and Business Health teams and other leading industry consultants and organisations.
Why Benchmark as a Financial Advisor?
By ‘Benchmarking’ your practice, you’ll not only get an independent assessment of your strengths and weaknesses across 30 different areas, you’ll also receive a comprehensive, easy-to-understand report which provides information and ideas to help you improve the efficiency and value of your business. You will also get a marketing evaluation of what to start, stop and continue for your practice.
Your results will be immediately available online.
What is the investment?
Cost per financial advisor or team is $899
What do you get:
-Comprehensive benchmark coving 5 key business areas and comparing you to a database of 14,000+ advisors
-Marketing evaluation and report
-2 coaching calls to guide you
-Action plan on what to start-stop-continue
-Accountability plan to help you
How do I get started?
