Source: Success Metrics
RBC Dain Rauscher and Success Metrics are proud to announce an agreement to deploy Actionable Analytics for Advisors to the firm's financial consultants.
Success Metrics' unique Actionable Analytics capabilities enable individual advisors to improve their results by applying peer-based predictive analytics to their sales process.
"We are deeply committed to the success of our financial consultants and our relationship with Success Metrics is another example of how we strive to help our advisors grow and enhance their businesses," said Catie Tobin, Director of Private Client Group Business Development at RBC Dain Rauscher. "We have already seen large increases in both inflows and production among our early users and are eager to broaden and deepen this program among our financial consultants."
"We are pleased that our Actionable Analytics has helped RBC Dain Rauscher's financial consultants improve their sales process and meet more of their client's needs," said Brad Peters, CEO of Success Metrics. "And we are grateful for the opportunity to expand our relationship with a thought-leader like RBC Dain Rauscher that continues to provide their advisors the best tools in the industry."
Actionable Analytics for Advisors is the first technology to enable individual advisors to take specific actions to improve performance based on what is statistically proven to drive results for top performers with similar clients, product mix and business models.
"Actionable Analytics provides our financial consultants unique, prescriptive insight that leads them toward those actions that are most likely to increase assets and production," said Jerry Crary, Director of Practice Development at RBC Dain Rauscher. "The results speak for themselves."