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