In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses.

What does that mean? It’s called “Business Intelligence.” This week we break it down for you and discuss:

  • Business growth/decline data
  • Measuring asset growth
  • AUM analytics
  • Demographics
  • Revenue evaluation
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.