Data Analytics
Data analytics are a powerful resource to identify new business advisory services opportunities within your existing client base.
We set-up your data analytics module as part of your Alliance Partner Program training process which enables you to access a range of monthly client data analytic reports.
Fee Growth Potential & Services Opportunities
Risk Surveys & RAVDA Services opportunities.
Client Needs Assessment
Top concerns, needs trends & recommended solutions.
Practice Activity Report
Key team activity insights & staff tools usage.