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Progress means different things to different firms at different times. Once firms are through their initial survival mode when all benchmarks point towards cashflow and survival, a myraid of options appears as to how best guide growth. This session provides an overview of key performance benchmarks for advisory firms in areas of growth, profitability, productivity and fees. Sample benchmarks for 'standard' and 'best practice' performance are also provided.
By Jim Stackpool - Founder Certainty Advice GroupProgress means different things to different firms at different times. Once firms are through their initial survival mode when all benchmarks point towards cashflow and survival, a myraid of options appears as to how best guide growth. This session provides an overview of key performance benchmarks for advisory firms in areas of growth, profitability, productivity and fees. Sample benchmarks for 'standard' and 'best practice' performance are also provided.