the Dna
Destination Needs Analysis was created to uncover the DNA of an Advisor and an Advisory Firm and to establish what their best fit for partnership, merger or acquisition may be. The unique process and platform will help an Advisor or a Team accurately diagnose what they want and the profile of the destination they are looking for.
KEY FEATURES:
- assessment of the business, financial and life goals in route
- dynamic, tailored guidance
- uncovers the business interests and practitioner needs for an Advisor or Advisory Firm
- compatibility analytics for potential destinations
- deep database of objective firm profiles
- user-friendly platform
- generation of complex reports with output into PDF files
- displays KPI information at dashboards for different levels of access
Technologies Used
