Practice Intel

Morningstar research revealed that the two top reasons clients fire their advisor are, 1. The quality of the advice 2. The quality of the client relationship When is the last time you assessed the quality of both? Practice Intel helps you measure and improve the quality of your advice and measure, improve and quantify the value of your client relationships! What are you waiting for? #qualityofadvice #relationshipquality #organicgrowth

The topic of stagnant organic growth was front and center at Tiburon. As a data-driven platform to scale organic growth, Practice Intel is at the right place at the right time!

Today marks a significant milestone as we unveil our inaugural advisory board members. Each member’s unique expertise will be instrumental in propelling our mission forward as we redefine the advisor-client experience and advance the advice profession. We’re honored to welcome on board, Malcolm. Ethridge, CFP?, executive vice president at CIC Wealth Dean Harman, CFP?, managing director, Harman Wealth Management Dr. Jordan A. Hutchison, vice president of technology at RFG Advisory James Lee, CFP?, CRPC?, AIF?, president of Lee Investment Management LLC Raleigh Peters, senior advisor at New Mountain Capital Scooter Willis, Ph.D., chief executive officer of OneTouch Robotics Looking forward to the great things that we’ll accomplish together!? #organicgrowth #advisoryboard #financialadvice #bethebest

Building a sustainable wealthtech requires insight into an important problem and how to solve for it along with relentless determination. Here is an example of both from Practice Intel’s CEO. #organicgrowth #persevere #wealthtech

A great conversation between Matt Reiner, CFA, CFP? and Practice Intel CEO Tom Rieman, CPWA digging into the details on how we can better serve clients ?? and drive meaningful organic growth. ?? #financialadvice #organicgrowth #adviceexperience

? Organic growth is not just a buzzword in the financial advice industry—it's a buzzsaw! Financial advisors and their firms find organic growth elusive and want help to align their firms with what clients value most. Advisors struggle with growth in two ways: ? Avoiding growth through attrition. ?? Attaining growth through advocacy. ? If the quality of your financial advice or advisor-client relationships doesn't ????????, clients have somewhere else to ????. Institutional research and organizational science identify what clients value and the dispersion of quality advice delivered by advisors. ? Do you want to identify, improve, and deliver an ?????????? ???????????? ???????????????????? that helps conquer the growth buzzsaw? Get curious about the Practice Intel dashboard. Your partner to organic growth! Schedule a demo: www.practiceintel.com #adviceexperience #financialadvice #quality

A great list. It’s an honor for our CEO to be included! #advicematters #greatreads #financialservices

Justin Mack thank you for recognizing the power of the Practice Intel platform and the Relationship Quality Index (RQI)! We enjoyed the conversation! #idealexperience #financialadvice #organicgrowth

?? What does it mean to grow your practice? Does gathering 'Intel' help you foster your growth? Practice Intel appreciates being recently covered in a Kitces.com about how we help advisors align their practices with what their clients value most. We are on the Kitces Financial AdvisorTech Soultuions Map and kindly mentioned in the recent Wealth Tech Today blog by the Ezra Group, LLC, which helps curate the map. While the map conveniently weaves Practice Intel into the "client feedback" category, how we help advisors grow is comprehensive—researching beyond but including the client's experience—and asking about the client's vastly distinct 'Ideal Advice Experience.' Knowing for certain—a moment of verifiable truth—the quality of advice and client-advisor relationship across specific advice attributes. ? Knowing means growing! Growth means growing: -quality of advice -quality of client relationships -practice valuation ?? You are gathering research about your clients and educating yourself for growth. ? The Practice Intel category for advisors is delivering the Ideal Advice Experience and knowing the Relationship Quality Index—comprehensive client 'enhancement' that your client values and advocates for and helps them and your firm grow. ? Learn how Practice Intel can help cultivate your intentional growth (institutional and retail). Book a demo: https://pracintel.com/home

High client retention rates could mean an advisor is delivering a good advice experience OR they could be facing significant attrition risk. It’s best to know which bucket you’re in and always advance the advice experience, notes our CEO Tom Rieman via InvestmentNews’ Gregg Greenberg. #knowwithcertainty #adviceexperience?#financialadvice