TITLE

Guiding Your Business's Growth with Benchmark Studies

AUTHOR(S)
Peterka, Shawn
PUB. DATE
January 2007
SOURCE
Journal of Financial Planning;Jan2007 Supplement, p19
SOURCE TYPE
Academic Journal
DOC. TYPE
Interview
ABSTRACT
The article presents an interview with Peter Keuls of McLagan Partners concerning the use of the "FPA Practice Management Scorecard" benchmarking tool, which can help financial planning firms improve their business and add value to the services they provide for clients. Topics discussed include how the scorecard was conceived, what makes this tool different from other benchmarking tools, how the scorecard supports different practices, and the potential usage of the scorecard on a chapter level.
ACCESSION #
23722746

 

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