The State
of Advice
The State of Advice
J.D. Power research shows advisors create exceptional
advocates when they deliver an ideal advice experience.
Yet the same research shows that less than 15%
of clients say their advisors delivers on the ideal.
What about you?
The true nature of your client relationships
Measure the quality of your client relationships through our proprietary Relationship Quality IndexTM. Go beyond satisfaction and discover the true nature of your client relationships. Know whether you have embedded growth or embedded attrition risk in your client base.
Insightful Client Analytics
Gain powerful insight on the strategic drivers of exceptional growth. Create practice level data from real client experiences using our turnkey research platform. The intuitive dashboard let's you analyze the data, provides strategic guidance and helps you make the decisions needed to dial in the client experience.
An Ideal Client Experience
Be the advisor clients want and not the salesperson they expect. Compliment your natural skills through our rich interactive advisor education content. Tap into concepts, perspectives, and process focused on advice and not selling.
A Compelling Narrative
Practice your messaging in a safe environment with our AI powered conversation simulator. Hone your narrative as you meet with a multitude of AI personas -- all with the goal of getting an initial meeting.
Testimonials
Discover how Practice Intel has revolutionized the way advisors and firms approach advisory services.
Paul Rosen
President, Platinum Peak Advisors
Malcolm Etheridge
Executive Vice President, CIC Wealth
Scott Benjamin
Founder and Managing Member, Firethorn Wealth Partners
Elevate the Client Experience Accelerate Organic Growth
Discover how Practice Intel can work for you. Connect with us today!