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Business Stability
Client Stability
Revenue Stability
Emergency Continuity
Recruiting
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Help Center
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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