WEBINAR | Board of Directors Fiduciary Oversight and Education
Understanding Trust / Wealth Financial Performance and Potential
Objective: Inform the Board and Leadership regarding the key Trust/Wealth Metrics including benchmarking against peers and Top Performers.
What are the important metrics in our industry? What can these metrics tell us? How can we assess where we are and what we need to do next, to maximize our revenue and its growth.
Using statistics from TRUSTCOMPARE®, PRICECOMPARE™ and COMPCOMPARE™ services, we will share perspectives on the industry, where it is and where it is headed. This program will also share critical metrics and characteristics that Top Performing Trust/Wealth organizations have in common. Analysis like this is critical for any organization seeking real change.
Consider conducting this program on an annual basis – ideally during your planning cycle. This program is not limited to Trustcompare subscribers but if your organization is a subscriber we will use your numbers for comparative purposes in this presentation.
