PEAK PERFORMANCE IS WITHIN REACH
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- Giles Webb
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1 PEAK PERFORMANCE IS WITHIN REACH Gain a competitive advantage with practice intelligence
2 DRIVE REVENUE WITH POWERFUL PRACTICE INTELLIGENCE Financial Advisors today are looking for better insight, analysis and control of their book of business. ValueOne by PriceMetrix provides meaningful analytics and actionable insight in order to drive advisor revenue and increase firm profitability. Highlight areas of success and improvement, by tracking performance metrics against leaders in a given peer group or across an industry. Empower your Advisors to focus on: > THE RIGHT PRODUCTS > THE RIGHT CLIENTS > THE RIGHT PRICE INSIGHT Examine detailed monthly scorecards and personalized practice intelligence with competitive market insight at the firm, region, branch and advisor level. Ensure you have full transparency into all aspects of your business. OPPORTUNITY Gain an in-depth, timely view of your business and identify the best opportunities to drive growth within specific areas of your firm or practice. Provide insight into opportunities across your book, branch, region and enterprise. ACTION Take action on identified opportunities that will contribute most to the overall health of your business. Target specific initiatives aimed at client segmentation, product mix, cross selling, wallet share and more, to efficiently serve your clients. OUTCOME Insight, Opportunity and Action will drive superior outcomes and client satisfaction. With powerful coaching and analysis capabilities, firms and advisors can develop action plans that match overall goals and maximize hidden value. Be in control with ValueOne.
3 ValueOne practice intelligence for Financial Advisors BENCHMARK DATA PROVIDES POWERFUL INSIGHT The Scorecard dashboard allows you ROI Scorecard Products Clients to benchmark performance against your peers and shows how you are performing relative to both average and top performers. It highlights areas of success and potential improvement. Even top performers will find opportunities within their book. (mm) Priority Households (% of total) on () Median Household Your Book $39.7 $1, % 0.1% $255 T3 Median $81.9 $ % 0.71% $7 Leaders $1.7 $92.8.0% 0.78% $1, of of of 995 Your Firm Bottom 50% Next 25% Top 25% $50.3 $100.8 $ % 3.5% 0.77% 0.9% $78 $1,3 2 of 995 of 995 Core Households (% of total) 2.9% 2.9% 3.0% 2.% 38.8% 501 of 995 TRACK AND MEASURE MOMENTUM Identify key growth opportunities and measure performance period-over-period with an ROI dashboard. Focus on per Market Hour and Key Opportunities to evaluate the relative worth of your time and effort compared to industry peers. ROI Scorecard Products Clients Pricing Top Clients Glossary What Are You Worth? Your Book T3 Median Trends on () 0.1% 0.78% $2,500 per Market Hour $1,02 $570 $2,000 per $100k in 7 $779 $1,500 Median Household $255 $1,08 $1,000 Value Realization 79.9% 95.% $500 Key Opportunities Improve your pricing on transactions to the Opportunity $228,000 F M A M J J A S O N D J Trailing Annualized 3-Month Potential Annual Performance Indicator Improve Pricing on Fee-Based Advisory with Discretion Reduce Stagnant Households Improve Cross-selling, reduce Single Account Households $5,000 $1,000 $32,000 Your 12-month trailing revenue has decreased so far this year. Look for revenue opportunities in your business. Your annualized 3-month revenue has fallen below your trailing 12-month revenue. Look for revenue opportunities in your book.
4 CAPITALIZE ON PRICING OPPORTUNITIES Quickly identify the strengths and weaknesses of your pricing habits with a Pricing dashboard. Benchmark performance to a peer group, the firm or the market; review and identify aspects of your book holding significant revenue potential. ROI Scorecard Products Clients Pricing Top Clients Glossary Your Commission (12Mo.): $1,18k Discounts (12Mo.): $1,5k Lift Opportunity - 12 Month Your Commission (12Mo.): $1,18k Disc. Brokerage Discounts (12Mo.): $1,5k Full Service $805kDisc. Brokerage Full Service $2,0k $805k $2,0k Current Firm Median Current Firm Median Firm Leader Month Month Month* Month* Adv. Adv. Adv. P.P. Ratio P.P. Ratio Firm Leader Adv. Potential $2,099 Lift to Reference 5 $392 Price <$1 $13 FB Other Advisory Products w/disc. Lift Lift $ Lift Average Trade $27,10 $3,97 $9,38 $13, % Average Trade Price Realization Ratio $27,10 55.% $3,97.1% 85.0% $9, % 0.50% $13,81 $1,9 0.25% Below Discount Average Discount Price to Principal Ratio 2.9% 5.% 39.8% 55.9% 0.78%.7% 1.72% 15.1%.1% 1.90% 9.7% 0.00% F M A M J J A S O N D J Monthy P.P. Ratio Below Firm Minimum 2.9% 1.22% 39.8%.7%.1% Fee Based Advisory with Discretion Your ; 0.79% 0.00% : 0.9% Houshold Pricing * Median Leader 2.0% Accounts % 1.7% Avg. Account Size $9,15 $233,089 $59, % 1.25% (mm) $3.5 $.0 $ % 0.7% $29.3 $59. $ % on 0.79% 1.01% $1.09% 0.0% 0-100k 100k- 250k 250k- 500k 500k- 1mm 1mm- 5mm 5mm+ 0.9% Household ($)
5 KNOW AND MONITOR YOUR PRODUCT MIX Evaluate ( on ) across product classes with a Products dashboard. Understand your book s revenue and asset composition, highlight early signs of revenue shifts related to key events and find potential areas for revenue improvement by changing your product mix. ROI Scorecard Products Clients Pricing Top Clients Glossary Accounts Summary Accounts Average Mix Transactional 88 $38,72 $32,591,71 $1,25,22 0.3% $250 Advisor with Discretion 18 $37,30 $,775,73 $57, % $200 Separately Managed Account 7 $9,15 $3,93,2 $29,3 0.79% $150 - Active Accounts 971,59 $392,80,911 $1,597, % Monthly $100 Employee/Related 31,001 $1,80,039 $1,8 0.83% $50 Special Arraingements Closed Accounts $73,97 F M A M J J A S O N D J Transactional Fee and Managed (3-month trailing average) Unallocated $,579 Trailer (3-month trailing average) CREATE AN EFFECTIVE SERVICE STRATEGY Better understand your assets and revenue mix, product breadth and depth of client relationships with a Clients dashboard. Model the impact changes in asset mix, account type or pricing methodology have on your book and assess impact. Monitor your reliance on a particular segment of your book, fully understand household level economics and identify key penetration opportunities. ROI Scorecard Products Clients Pricing Top Clients Glossary Household Name van Riemsdyk Household Household Tier Accounts Accounts 3 (mm) $1.7 (mm) $10,723 R.R. Ratio 0.7% 8.3% 8 Lift to Ref. (12 Mo.) $21,01 Recurring Ratio Fee-Based (mm) $10.53 Fee-Based Lift to Ref. (12 Mo.) Lift to Ref. (12 Mo.) Lift to Ref. (12 Mo.) $21,01 Bozak Household 8 3 $132.2 $1.7 $80,83 $10, % 2.8% 0.7% 121, %.00 8,991 $21,01 Kessel Household $9, % 2.00 MacArthur Household 8 $132.2 $9,587 $80, % 2.8% $9, ,991 Grabovski Household $5.8 $5, % $9,587 $ % $5, % $27,99
6 ValueOne empowers you to: > See the big picture with configurable performance dashboards aligned to your goals, needs and strategies > Recapture revenue opportunities by gaining meaningful insight at the firm, regional, branch and advisor level > Highlight areas for success and improvement through benchmark comparisons powered by our exclusive industry data > Gain a third party perspective of overall firm performance vs. industry peers via detailed quarterly executive reviews > Expand your advisor practice development efforts by leveraging our active in-field coaching and training capabilities PriceMetrix Inc All Rights Reserved Worldwide. PriceMetrix and Realize Your Value are registered trademarks of PriceMetrix Inc.
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