Partnership Concentration Risk Analyzer
Avoid over-dependence on any single referral source
Analyze referral source concentration and get a diversification roadmap.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
Half your new clients trace back to two or three COI relationships, and you tell yourself those partnerships are rock solid. But if one of those referral sources retires, sells, or sends their next deal elsewhere, a quarter of your growth engine disappears overnight. When a buyer evaluates your practice, that concentration reads as fragility — and it discounts your enterprise value.
✦ You'll see exactly which referral sources you're over-dependent on and get a ranked roadmap for building the second and third tier of COI relationships that protect your AUM growth.
Tool Details
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