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Most advisers that help plan for clients' retirement lack their own plan
PARAMUS, N.J. - Californer -- INC Advisors (Independent Network of Consultants & Advisors) is now providing the Truelytics Advisor Transition Management platform to all of their advisors on a complimentary basis and will be leveraging it to actively help advisors better understand, measure, value and grow their businesses.
"Successful succession planning isn't a one-time exercise but a moving plan of variables and metrics of one's business. INC Advisors remains committed to ensuring that our advisors have access to the most accurate, timely and insightful tools and technology for helping manage their practice and enhance their business. To that end, we have partnered with Truelytics to provide a comprehensive real time scorecard and valuation tool to all of our advisors," says Richard Dragotta founder of INC Advisors.
"Unfortunately, in our industry many advisors don't think of themselves as business owners and therefore don't focus on growing their practice's productivity, efficiency or plan for increasing their valuation for a future merger, acquisition or aggregation. Today we remove all barriers to understanding the current value of their business. Even better, we continue to improve the Truelytics product so it's easier than ever to take action to grow that value over time," said Terry Mullen, CEO of Truelytics
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The core component of Truelytics' Advisor Transition Management Platform is their growing database of 7,000+ independent financial advisory firm books of business (i.e., details around the firm's ownership, staff, clients, processes, revenue, and expenses.) This data a generates over 50 KPIs related to a firm's business, client, and revenue stability. Their TruePerformance Indices and KPIs make up the industry's first ever business health record to be leveraged for practice management and during key transitional moments. Key features include:
About INC Advisors
The Independent Network of Consultants & Advisors liberates advisors to the independent and RIA model providing a turnkey solution, economy of scale pricing, operational infrastructure, and practice management to a community of independent advisors. Visit our Unified Independence www.INCAdvisors.com
More on The Californer
About Truelytics
Truelytics is a B-to-B Enterprise SaaS startup located in Boston. Their Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions. For more information, visit www.truelytics.com
"Successful succession planning isn't a one-time exercise but a moving plan of variables and metrics of one's business. INC Advisors remains committed to ensuring that our advisors have access to the most accurate, timely and insightful tools and technology for helping manage their practice and enhance their business. To that end, we have partnered with Truelytics to provide a comprehensive real time scorecard and valuation tool to all of our advisors," says Richard Dragotta founder of INC Advisors.
"Unfortunately, in our industry many advisors don't think of themselves as business owners and therefore don't focus on growing their practice's productivity, efficiency or plan for increasing their valuation for a future merger, acquisition or aggregation. Today we remove all barriers to understanding the current value of their business. Even better, we continue to improve the Truelytics product so it's easier than ever to take action to grow that value over time," said Terry Mullen, CEO of Truelytics
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The core component of Truelytics' Advisor Transition Management Platform is their growing database of 7,000+ independent financial advisory firm books of business (i.e., details around the firm's ownership, staff, clients, processes, revenue, and expenses.) This data a generates over 50 KPIs related to a firm's business, client, and revenue stability. Their TruePerformance Indices and KPIs make up the industry's first ever business health record to be leveraged for practice management and during key transitional moments. Key features include:
- Truelytics eValuation™
- Business Intelligence Scorecards with over 50 KPI's
- Pro-Forma Financial Reports
- Benchmarking against peers and the industry
About INC Advisors
The Independent Network of Consultants & Advisors liberates advisors to the independent and RIA model providing a turnkey solution, economy of scale pricing, operational infrastructure, and practice management to a community of independent advisors. Visit our Unified Independence www.INCAdvisors.com
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About Truelytics
Truelytics is a B-to-B Enterprise SaaS startup located in Boston. Their Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions. For more information, visit www.truelytics.com
Source: INC Advisors
Filed Under: Investment
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