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Practice Optimization
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Business Assessment

Our Practice Optimization Model begins with an in-depth assessment of your business. Here we seek to identify both strengths and areas of opportunity. This includes an analysis of two core areas:

  • Client Analysis: Assessment of existing book of business to identify specific opportunities to improve
    business results:
    • ROA (revenue on assets)
    • Revenue per client
    • Recurring revenue
    • New assets from existing clients
  • Process Analysis: Establish the presence or absence of the following core processes
    • Contact management
    • Client needs analysis
    • Marketing action plans
    • Financial planning
    • Introductions/Referrals (obtaining, follow up)
    • COI (centers of influence)
    • New client onboarding
    • Generating client loyalty & engagement
    • Roles & responsibilities


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