About Practice Intel

We help firms get every advisor performing like their best.

Top decile advisor performance is not an accident. It is a pattern that can be identified, measured, and replicated at scale. Practice Intel exists to make that happen.

Practice Intel combines deep industry experience, proprietary research into the advisor-client relationship, and a data-driven approach to advisor performance improvement. The result is an enterprise operating system that connects advisor behavior to organic growth and enterprise value.

The Relationship Quality Index® is the industry's first composite measure of the advisor-client relationship, designed to predict the business outcomes that matter most. RQI®: the new standard for measuring the quality of financial advice. Read more in our published research and columns.

Founders

The team behind the system.

Tom Rieman, CPWA®

CEO & Founding Partner

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 WealthManagement.com 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.

Kathy Cottrell, Ph.D.

Chief Strategy Officer & Co-Founder

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.

Ready to see what your best advisors do differently, and scale it?

Let us show you how Practice Intel connects what happens in conversations to what happens on your P&L.

Let's Talk