Industry Practice Standards

Domestic & International Practices Evaluation Peer Performance Evaluation Net Operating Income National Commission Payment Standards National 3rd Party Management Fee Standards National Debt Valuation Practices Among Investment Fiduciaries

Business Development and Planning

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Customer Satisfaction/Customer Service Performance Measurement Customer Preferences and Revenue Enhancement Client Services Evaluation Competitive Comparison Evaluation Marketing and Branding Effectiveness. Positioning/Repositioning Value Proposition Evaluation and Creation