We bring together the people and the tools needed to increase profits in the financial services industry. We optimize practice management through 360° analysis and goal-centered coaching. Our network of expert Performance Strategists pushes advisory teams to successful new heights – increasing profitability, productivity, and retention. Our suite of tools, the Performance Insights Process™, is the first industry-specific, online, 360⁰ feedback, benchmark system designed to cultivate top performing teams. This practice management engine represents a comprehensive approach to assessing the effectiveness of three critical PERFORMANCE DRIVERS of an organization – its people, team dynamic, and business model. It is a unique suite of diagnostic tools that helps identify the root causes for the obstacles that are hindering the ultimate success of an advisory team. This insight allows firms and business coaches to provide the appropriate practice management resources at the right time to maximize results and drive future success. A powerful and unique suite of diagnostic tools, our Performance Insights Process™: Identifies the potential performance barriers that are hindering the ultimate success of an advisory team Facilitates key decisions that need to be made for the future growth of the practice Provides a road map for specific action