• Practice Assessment Report
  • A comprehensive look inside an advisor’s practice.
  • Details...

  The Practice Assessment will help reps find the gaps that exist in their practice. Dealing both with the business side and the client side, the Practice Assessment provides detailed Scores, Benchmarks, Gaps and Critical Concerns to help reps improve their practice. Take an Assessment today and find out what you've been missing in your practice.
    

  • Comprehensive Assessment Fee: $50.00 per report
  • Critical Assessment Fee: $150.00 per report
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  • View a Sample Report

• Practice Valuation and Business Continuity Report
  • A comprehensive study of the practice’s current and future value and continuity circumstance.
  • Details...

  The Practice Valuation and Business Continuity Report will help reps find arrive at a Business Value. Every business owner should know the value of their business and should be working to increase it's value. Using multiple valuation methods and proven calculations, our report will help you keep your thumb on this crucial information.
    

  • Fee: $100.00 per report
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  • View a Sample Report

• Practice Infrastructure Report
  • A comprehensive study of the legal, financial and staff structure of the practice.
  • Details...

  This tool will help you identify what critical pieces exist in your current business model, what pieces are missing and what pieces need to be priority items.
    

  • Fee: $50.00 per report
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  • View a Sample Report

• Practice Client Map
  • A detailed tool that maps out the personality and profitability of each of your practice's clients.
  • Details...

  When you can see, at a glance, what each of your client's risk tolerance, expectations and profitability are you can easily ensure that you are focusing on the client's that need your focus the most.
    

  • Small Practice Fee (250 clients or less): $50.00 per report
  • Mid-Size Practice Fee (250 - 500 clients): $100.00 per report
  • Large Practice Fee (500 clients or more): $150.00 per report
  • View a Sample Sheet

• Educational Series
  • A set of educational decks and documents to help you better run your practice.
  • Details...

  Learn more about the what it takes to run a strong practice, make better decisions, build stronger teams and build a better client service model with our educational decks:
    

  • Includes: "Developing Teams", "Building a Client Service Model"
  • Fee: $25.00
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• PeopleKeys Financial Services Report
  • An assessment detailing how your personality is best suited for the financial services world.
  • Details...

  What does your personality say about how you will interact in a team practice? What about with clients? What about with financial data? Take the PeopleKeys Financial Services Report today and learn waht your personality says about your role in your practice.
    

  • View a Sample Report
  • Fee: $100.00 per report

* Broker/Dealer affiliate discount agreements are available. Please contact PMP for more details.