Practice Intel partners with wealth management firms and their PE sponsors to engineer firm-wide organic growth. Predictive analytics. Scalable value creation. Enterprise-wide adoption. All translating into durable organic growth and multiple expansion.
Let's TalkThe Growth Equation™
The Growth Equation is an enterprise diagnostic that evaluates growth velocity, quality of cash flow, and enterprise value trajectory. It reveals what's constraining growth and the levers to drive it.
Every firm is either V-dominant or C-dominant.
One compresses multiples. The other expands them.
The Relationship Quality Index®
Traditional metrics don't predict organic growth. Not retention. Not NPS. Not client satisfaction. RQI is different. A composite of five client-relationship attributes scored from 0 to 100, RQI measures not just advocacy, but the quality and value of the experience being advocated for.
One number. Practice-level, enterprise-wide, or portfolio-level. Diagnostic and predictive.
Retention, consolidation, and advocacy. The behaviors that compound into durable, capital-efficient growth.
Cash flow driven by value creation is stickier, more predictable, and worth more in a valuation model.
The first metric that draws a direct line from how advisors engage clients to the multiples firms command.
Objective insight into relationship quality, including attrition risk, organic growth trajectory, and practice valuation.
Roll up advisor-level scores and RQI reveals top performers, performance gaps, and embedded risk. A measure of organizational vitality predictive of earnings quality.
A leading indicator of multiple expansion. The first metric that connects advisor performance to the multiples firms command.
A framework that spins a self-reinforcing cycle: create value, activate it enterprise-wide, monetize it. Each stage builds on the last. Each cycle compounds the results.
The through line: one diagnostic metric at every stage, connecting advisor performance to enterprise value.
Growth that compounds through value creation, not capital. Value-driven, not amplification-dependent.
Advisors who create more value retain more clients, consolidate more assets, and generate higher-quality cash flow. Firms that invest in advisor performance retain their best talent.
A data-backed growth narrative that connects advisor performance to relationship quality to organic growth to earnings quality. Built for PE due diligence and board-level conversations.
Organic growth is the single largest lever on valuation multiples. This framework makes it provable, measurable, and repeatable.
Regular columns and analysis on what's actually driving, and stalling, growth in wealth management.
Why the industry's growth problem isn't a marketing problem, and the framework for solving it at the enterprise level.
An original equation that explains why most are falling short, and the dynamic between Value, Amplification, Efficiency, and Commoditization.
The metrics we rely on don't predict growth. What does, and why the industry needs a new measurement framework.
25+ years in wealth management. Former Head of Wealth Solutions at J.D. Power, Executive Director of Practice Management at Brinker Capital, and VP of Learning & Development at J.P. Morgan Asset Management. Barron's Advisor contributor and Wealth Management columnist. Brings a data-driven understanding of what actually drives advisor performance, value creation, and enterprise growth, grounded in both research and decades of field experience.
Organizational psychologist with senior leadership roles at Disney, Raytheon, and Tenet Healthcare. Deep expertise in enterprise-wide behavioral change, competency design, and organizational performance improvement. Brings the science of how large organizations actually adopt and sustain new ways of working.
We work with firms and PE sponsors who are ready to connect advisor performance to enterprise value. If organic growth is on your agenda, let's have a conversation.
Or email directly: info@pracintel.com