Financial Advisor Essential Gap Analysis

Financial Advisor Essential Gap Analysis

Financial Advisor Essential Gap Analysis

Dr. Rick Jensen's Essential Gap Analysis is an invaluable business tool that analyzes a financial advisor's practice across factors that drive success in financial advising. After completing the Survey of Essentials, you will receive your Essential Gap Analysis comparing your business outcomes and drivers with benchmarks gathered from the best of the best in financial advising. Specific recommendations for enhancing your business success are also provided.

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Sample Gap Analysis Chart