A Comprehensive Review to Uncover and Maximise 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:
Comprehensive Financial Analysis
Dive deep into your P&L with normalisation to reveal the true financial health of your business—just like a potential acquirer would air jordan 4 mars blackmon 2024.
💡 Profitability Benchmarking
Compare your business’s profitability against top-performing firms to identify gaps, uncover opportunities, and set targets for improvement.
🔍 Peer Comparison
Understand how your business stacks up against similar firms, not industry averages, ensuring your benchmarks are relevant and tailored.
💼 Optimising Adviser Remuneration
Set competitive, performance-driven adviser pay by aligning it with key business metrics and growth goals.
💰 Client Fee Assessment
Know where your average client fees stand and how they compare to others in the industry—ensuring you are not leaving money on the table.
🔧 Service Offering vs. Industry Standards
Assess whether your services are aligned with industry standards and understand how your clients’ needs compare to the broader market.
📈 Fee Adjustment Strategy AR0038 - Air Jordan Super.Fly MVP PF 'White' , 100 - The outsole of the Air Jordan 5 Low Doernbecher Freestyle - JmksportShops
Evaluate whether your client fees need a revision and forecast the potential impact of fee changes over the next 12-18 months and beyond.
⚖️ Client Retention Risk
Assess the likelihood of client loss if changes are made, ensuring you are prepared for any potential impact.
💵 Business Valuation Impact
Understand your business’s current valuation and the potential changes in its worth after any operational adjustments air jordan 4 military blue 2024.
🛠️ Change Implementation
Decide whether to manage changes independently or leverage Peloton’s expertise to guide the transformation for optimal results.
Next Step:
- View an iFOCUS Snapshot
See how our iFOCUS program delivered measurable results for a real muzhskie krossovki nike jordan why not zero 2 seryj zheltyj - Jordan Reveal Photo Blue - these jordan 1 mid gs boast a flash of colour on the heel client.
[View Snapshot]