Tell Us About Your Current Growth Strategy

These insights help us tailor the right solutions to your goals. Just what we need to map out your next steps.

First Name *

Last Name *

Email

Phone

Practice Name *

Number of Owners/Partners *

Number of Financial Advisors (not counting owners/partners) *

Number of Supporting Team Members *

Total Annual Revenue *

Total Assets Under Management (AUM) *

Total Number of Client Groups / Households *

Wrap Account AUM (or Total Assets for RIA) *

Wrap Account Annual Revenue (or Total Fees for RIA) *

Number of Financial Planning Advice Services Engagements *

Total Financial Planning Advice Services Annual Revenue *

Insurance Revenue (not counting annuities) *

Owner’s Profit Margin % (EBOC or EBITDA + Owner’s Comp) *

5-YEAR REVENUE GOAL *

Constraints in your business can hinder its growth. Often, one constraint can trigger a ripple effect that impacts others. It's important to identify the root cause instead of getting caught up in surface-level symptoms, many mistake these as the actual problem and waste time solving the wrong thing.

Read each item below and choose the option that best reflects your practice.

My profit margin is *

Number of clients I personally service *

The amount of revenue managed per advisor on the team *

The financial advisors on my team as a group *

The advisors on my team *

The structure of my practice to support future growth *

My revenue per team member *

My client segmentation *

Number of interactions with top clients annually *

My average pricing for asset management services *

My average annual pricing for financial planning advice services *

My percentage of revenue on AUM *

I have an effective process to source and attract sellers towards my practice *

My approach to attract new ideal clients *

The number of new prospects generated annually *

Percentage of prospects who become new clients *

My referral approach *

My team compensation plan *

The career path for my team members is *

I am dedicating weekly leadership time with key team members *

I am leveraging proven leadership methods to develop my team *

If you had to pinpoint the single biggest thing standing between you and your next level of success, what would it be?

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