A Comprehensive Review to Uncover and Maximize Your Company’s Value.
At Peloton Partners, we understand that running a business in the wealth management industry comes with unique challenges and opportunities. iFOCUS is designed to provide a deep, forensic analysis of your firm’s current position to identify hidden value and prepare your business for sustainable growth.
What You Get with iFOCUS:
- Business Audit: We begin with an in-depth audit of your firm, reviewing your financials, operational efficiency, and service offerings.
- Benchmarked Performance: We compare your firm’s metrics with the best-performing firms in the industry to give you a clear view of where improvements can be made.
- Client Base & Service Review: We analyze your client mix, identifying key segments, services and their profitability.
- Revenue Potential: We estimate the potential uplift in revenue through strategic changes in pricing, client segmentation, and operational efficiencies.
- Roadmap: You will receive insights into pricing best-practice, how to build confidence and implement.
Next Step:
- View an iFOCUS Snapshot
See how our iFOCUS program delivered measurable results for a real client.
[View Snapshot]