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WealthManagement.com Business HealthCheck

When was the last time you benchmarked the health of your business?

HealthCheck helps financial professionals benchmark their business and identify problems and opportunities—and prescribes appropriate solutions and strategies tailored to your specific practice

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/11/healthcheck-images.jpgWealthManagement.com has partnered with Business Health to offer HealthCheck—a revolutionary new self-assessment tool designed to help financial professionals benchmark the health of their business.

HealthCheck provides a comprehensive analysis of the key drivers of your business—the types of clients you serve, your business structure, reputation management, support staff, and the numbers behind your business—along with practical ideas and actions to help further enhance your practice and maintain your newfound business health.

Why You Should Purchase This:

  • Provides a comprehensive analysis of your business by benchmarking your performance in over 30 different areas
     
  • Is quite deliberately far more qualitative than quantitative -- it goes well beyond simply the “numbers”

  • Web based -- is accessible 24 hours a day, 7 days a week

  • Takes less than 30 minutes to complete

  • Is backed up by the knowledge and experience of the Business Health team which has been further supplemented by leading industry consultants

  • Will report back to you within 2 business days of your final input
 

Subscription Information

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/11/report-thumbnail.jpg
Overview

Fast, convenient, thorough
This Web-based service enables you to sign up and submit your data at your convenience. And we’ll report back to you within two business days of receiving your final input.

Sample Report Sections
  • Executive Summary
  • Your Results Snapshot
  • Section Summary
  • Cluster Analysis
View a Sample Report
Pricing

Purchase a Healthcheck- $298
Receive a comprehensive analysis of the key drivers of your business along with practical ideas and actions to help further enhance the practice.
Purchase Report
 

About Our Partner
Business Health is an independent organization specializing in advice and solutions to the financial services industry. Since its establishment in 2000, Business Health has evolved as one of the leading practice management groups. Business Health comprises a team of uniquely qualified professionals, with the ability to deliver results locally or globally as required. Internationally, including the United States, Australia, South Africa, Hong Kong, Singapore, UK and New Zealand, Business Health has established a reputation for innovation and cutting-edge solutions. Our experience in the financial advisory environment, enhanced by an extensive up-to-date knowledge of international factors and trends, positions us to offer significant expertise in the area of practice management.
Business Health Pty Ltd.

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