Resource Allocation Strategy (70/20/10)
70% Core, 20% Growth, 10% Innovation
Apply the 70/20/10 resource allocation framework to optimize how you invest time and capital.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You're pouring nearly all your hours into running the practice you already have, with nothing left over for the moves that would actually expand your book of business. You keep telling yourself you'll carve out time for growth and new ideas, but the day-to-day always wins. The result is an AUM line that's flat while you stay busier than ever.
✦ You'll know exactly how much of your time and capital belongs in keeping the lights on versus chasing growth and testing new ideas, so the moves that lift your AUM stop getting crowded out.
Tool Details
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