In our consulting practice we’ve seen how we can use our research findings to help firms improve their strategic planning, better estimate the implications of alternative initiatives, and educate the top of the house. We’ve combined some of our research findings with our insights on how firms can leverage the data to create tools that empower a firm to perform the kind of “what if” analysis we would do for them.
Advisor Production Estimator (2019)
Product Revenue Flow Comparison Calculator (2019)
The Total Impact of Investment Services on Core Bank Income: Income Contribution Calculator (2019)
Program Manager Compensation Calculator (2018)
Advisor Coverage Toolkit (2017)
DoL Revenue Impact Calculator (2016)