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.
DoL Revenue Impact Calculator (2016)
Advisor Coverage Toolkit (2017)
Program Manager Compensation Calculator (2018)