Across the industry, financial institutions are using SuccessPro™ to drive performance and accelerate success.
At a large midwestern broker/dealer, advisors using SuccessPro™ had double the growth rate of non platform users. The firm’s most successful practices embrace the tool to define their needs, develop a plan, prompt action and promote accountability. Over a 12-month period, those actively engaged in practice development had a 39% increase in operating profit per team member and 41% increase in operating profit by household.
A large custodian has had equally compelling results. Advisors who used Roadmap experienced nearly double the growth rate (17 percent) of non-Roadmap users (9 percent). That growth came from translating high-level business goals, such as improving client satisfaction, into action-oriented tasks.