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Practice Intel

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Practice Intel
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    Tom Rieman, CPWA Relentless advocate for great financial advice | Founder & CEO | Practice Intelligence | Fintech
    • Boca Raton, Florida, United States
    • Top 10%
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Overview

Practice Intel is a growth platform, grounded in extensive consumer research, to help financial advisors, RIAs, and B/Ds align their practices with what clients value most. We help advisors and firms understand with certainty what their clients think about the advice experience. We help advisors and firms improve the advice experience to create higher quality and more valuable client relationships. And we help advisors and firms quantify and monetize the quality of their client relationships through their proprietary Relationship Quality Index - RQI - which is embedded in PI's Practice Valuation component, the higher the RQI the greater the valuation multiple. Visit www.pracintel.com to learn more!