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    • Business Stability
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      1. Help Center
      2. Scorecards
      • Methodology
      • Firm Users
        • Account Management
        • Orientation
        • Firm Details
        • Print Reports
      • Enterprise Users
      • Scorecards
        • Business Stability
        • Client Stability
        • Revenue Stability
      • Emergency Continuity
      • Recruiting

      Scorecards

      Business Stability

      • Debt / EBOC Ratio
      • AUM with Discretionary Responsibility
      • Use of Technology
      • Number of Owners
      • Households per Advisor
      • Years in Business
      • Tenure of Management Team
      • Average Advisor Age
      • Succession Plan
      • Employment Agreements
      • Management Retention Program
      • Compensation Bonus Plan
      • Stock Ownership Program
      • Firm Structure
      • Interim/Emergency Continuity Plan
      • EBOC / Revenue
      • Revenue / AUM (bps)
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      Client Stability

      • AUM per Household
      • % of AUM from Institutional Clients
      • Average Length of Client Relationships
      • Frequency of Client Interaction
      • Total Assets Under Management
      • Average Client Age
      • Client Addition/Departure Rates
      • % New Clients from Referrals
      • % of AUM with a Next Generation Relationship
      • % of AUM in Top 5 Relationships
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      Revenue Stability

      • % of Accounts Managed Using Model Portfolios
      • Firm Uses an Investment Committee
      • Frequency of Client Account Monitoring
      • Frequency of Investment Results Monitoring
      • % of Accounts Managed by Advisor / Team or Outsourced
      • % Recurring Revenue
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