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The ClientWise Blog

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how advisors should benchmark their practices

How to Avoid Benchmarking Your Way to Mediocrity

Ours is an industry seemingly obsessed with benchmarking – whether it’s the performance of our investment portfolios or the performance of our businesses; we want to know what everyone else is doing. Those things that the majority of firms are doing, we quickly christen as “best practices” and hold them up as models for others to emulate. 

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