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. 

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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.


Asses your business across 30+ key areas

Asess your marketing strategies and how to implement new strategies

Improve your efficiency, improve your processes and improve your value

Nothing is stopping you from improving your business. that's the problem!

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?

1.

Email us in the form below

2.

Complete payment instructions

3.

We will send instructions on how to complete your benchmark


4.

We will schedule the benchmark assessment and marketing evaluation at a time that works best for you.

Sign up for your benchmark and marketing evaluation today!

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