Product Information

A typical advice firm will earn around $1.5 million a year, broken up into 61,000 small individual commissions, fees and trail payments. To make things more complicated, those little revenue transactions are collected from an average 15 separate sources. As a result, confidently understanding client revenue and...

In the world of financial advice, the most effective strategy to improve profitability is to retain and add value to your existing customers. Good businesses know that this will not only help a firm to grow its revenue per client, but will also lead to...