Tools - Business Evaluator
Going Independent Edition
Going independent is one of the biggest decisions an advisor may ever make for his/her business. There are advantages and disadvantages, but one thing is certain: determining which option is best is complex, and there are many considerations that the typical advisor may not even know about.
Business Evaluator - Going Independent Edition is designed to help advisors make the best decision possible, with recommendations unique to each specific advisor's situation. Business Evaluator - Going Independent Edition helps advisors analyze the financial, emotional and day-to-day operational impacts involved in going independent versus other business models. The Evaluator produces planning documents the advisor can utilize in all phases of making the decision to actually set up a new firm.
The Evaluator intuitively guides advisors through a three-stage process as they make a change to their business model: Exploring a Change, Due Diligence, and Making a Transition. The program takes inputs from the advisor and then creates custom reports and recommendations with tangible documents (Business Plans, Financial Projections, Job Descriptions, etc.) to assist with the change.
Financial enterprises can license Business Evaluator - Going Independent Edition and offer it as an exceptionally valuable tool in the advisor recruitment process. The completely custom configured Evaluators can be the key differentiator during the recruitment process.
Following are screen shots of Business Evaluator - Going Independent Edition:
