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Progressing with Certainty benchmarks
Certainty Advice Podcasts
English - September 13, 2022 00:53 - 20 minutes - 23.9 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Referrals with Certainty
Next Episode: Advising partners who keep their finances separate
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.