Broker Check


Five Measures Of Business Success

This insightful dashboard tool allows you benchmark your practice and provides you a wealth of resources to build and protect your business.

  1. Business Development
  2. Operational Efficiency
  3. Human Capital
  4. Business Management
  5. Succession Planning

Also included:

  • Analytics to quickly assess the state of business
  • Assessment that provides a score on each of the five Measures of business success
  • Dashboard with current scores and ongoing progress toward goals
  • Business plan template to create a vision, mission, goals and action plan for the business
  • Knowledge library
  • Training and educational events
  • Ongoing consulting with in-house Business Consultants to implement the plan

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