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CEO Advisor Institute: Benchmark Your Practice

What separates
the top 1%
of advisors
from their
peers?

We've identified what the industry's top teams do to differentiate themselves from competitors.

See how your practice measures up by taking this short assessment.

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Calculating your score.
New Business Development
Our 5-year average revenue growth is top third, based on length of service.
New Business Development
We receive referrals from 20% or more of our clients annually.
New Business Development
We give referrals for 20% or more of our clients annually.
New Business Development
We conduct at least two client review/referral lunches per week.
New Business Development
We attend at least three business/social/service events per month.
Wealth Analysis and Management
At least 70% of our clients have a comprehensive wealth management plan.
Wealth Analysis and Management
Our investment management performance (index and/or outcome driven) is at, or above target.
Wealth Analysis and Management
Our banking and insurance revenue is 10% or higher (excluding annuities).
Wealth Analysis and Management
Our total annuitized revenue is 70% or higher.
Wealth Analysis and Management
We have achieved at least one external professional designation (CIMA, CFP, etc.).
Client Service
We segment our client on both qualitative AND quantitative measures.
Client Service
We capture all of our clients' personal AND financial information in our CRM.
Client Service
Our Platinum clients' annual communication and review cycle includes 12 calls, four seminars and two reviews.
Client Service
Our Platinum client service is proactive and highly personal.
Client Service
Our Annual Client Review incorporates philosophical and historical context, and is outcome driven.
Practice Management
Our total number of clients per relationship manager is 100-150.
Practice Management
Total staff turnover is one person (or less) every three years.
Practice Management
We conduct daily huddles and weekly strategic team meetings.
Practice Management
Our on-boarding and service standards are stratified by Platinum/Gold/Silver relationships.
Practice Management
Our team's roles and responsibilities are defined, delineated and accretive.
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