VIRTUAL WORKSHOP
Maximize Your Firm's Growth with Our 360 Sales Audit
Discover Hidden Opportunities for Business Development in Just Two Meetings
Schedule Your Free Audit Now
In a rapidly evolving market, the effectiveness of your internal capabilities determines your success in new business development. Our 360 Sales Audit is designed to assess and refine your approach, ensuring you are fully equipped to attract and maintain investor relationships.
360 Sales Audit Overview
We are pleased to offer you a complimentary 360 Sales Audit that spans 4 core areas on which firms are laser-focused, key to new business development: technology, workflow, team, and market presence.
Jeff Bell, Director of RIA & Advisory Consulting, will lead you through a discussion exploring these four areas to uncover strengths and opportunities that, when addresses, can bolster your firm’s support for new business growth. This is a complimentary exercise, offered at no cost to your firm, and should take an average of 1-2 hours across two meetings to complete.
The resulting analysis will be presented with a detailed rating and analysis of each point surveyed, offering suggestions and observations on what’s working, what would benefit with focus, and next steps to implement change.
Key Benefits
Detailed Analysis
Receive a comprehensive report detailing your current practices and how they measure against industry standards.
Identify Strengths
We highlight what your firm does best, so you know what to maintain and capitalize on.
Uncover Opportunities
Our expert insights will pinpoint areas needing improvement, offering clear paths to enhancement.
Actionable Recommendations
Walk away with strategic advice tailored to your firm’s specific needs and market conditions.
Success Stories/Testimonials
Hear from our satisfied clients who have transformed their firms with insights gained from our audits.
