451 Plaza Real, Suite 275, Boca Raton, FL, 33432, United States
Practice Intel helps advisors and firms measure, improve and monetize the quality of client relationships to drive greater enterprise value
Innovators in Data-Driven Growth and Mission Driven
We identified a gap between what clients want and what most advisors deliver. Practice Intel was created to bridge that gap and help more advisors deliver better advice.
Leveraging years of J.D. Power research and guided by extensive industry experience, our mission is to advance the advice profession. Our work is more then just incremental change, it is disruptive and innovative.
Join us on the journey of helping advisors deliver on the full promise of financial advice.