There’s never been a more important time to build a strong, valuable financial services business. Building equity is about more than just adding new clients; you need a plan, clear goals, and the information to succeed. On your path to success, let an EquityBuilder® Benchmarking Report be your map.
EquityBuilder® Benchmarking Reports utilize one of the largest, most detailed databases in the industry to give you the opportunity to "look over the shoulder" of not only your peers, but of larger and more valuable firms. You'll discover methods used by other practices and compare those results with your own.
You’ll get answers to key questions, such as:
- How efficient are other firms your size?
- How many clients do your peers have and what do they charge?
- What do advisors twice your size spend their time doing?
- How do your staffing costs compare to your peers?
Your customized EquityBuilder® Benchmarking Report will answer these questions and many more, helping you learn from the best while keeping an eye on the immediate competition. With this tool you can move forward in effectively building a more valuable financial services business.
2 Hours of Consulting Time
Two hours of dedicated one-on-one time with our experts to go over the nuances of your report and any questions you might have.
Comprehensive Valuation Analysis
Applied annually, it will provide you and the next generation of investors in your business with a track record of what you’ve built.
The EquityBuilder® Benchmarking Report provides the industry’s most reliable benchmarking data to help you grow the value of your business.