Opportunity Analysis | Extraordinary Financ

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Opportunity Analysis

Fill out the information below and we will send you an analysis benchmarking you to industry averages

Total Annnual Production (GDC) / Revenue

% Recurring Revenue

Assets Under Management (AUM)

Non Wrap Assets

Wrap Accounts Total AUM

Annual Revenue from Managed Accounts

Current Protection Revenue

Financial Planning Engagements

Financial Planning Fees

Total Number of Clients

Current Practice Value

New Clients Acquired

First Name

Last Name

Email

Thank you!

TEAM@XFA.COACH will email your Opportunity Analysis Results

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