Retention, Referral, and Revenue Metrics (The 5 R’s)
Retention
How well do you retain your clients? We track client retention rates to ensure your business remains sustainable.
Referral
Client referrals are a sign of a strong business. We help you develop strategies to increase your referral rate.
Revenue
Your bottom line is important. We monitor revenue growth and help you identify areas for improvement.
Recurring Income
We track your recurring income (such as commission and residuals) to build a steady revenue stream.
Reputation (AUM – Assets Under Management)
As your business grows, so does its value. We track your assets under management and help you build a business with long-term exit value.
