Eighteen percent (operating margins) is less than is what is considered ideal, which is closer to 25%, and 4% growth is really disappointing.”
Philip Palaveev, Seattle-based president of Fusion Advisor Network |
Our Commentary
It is important to make note of Schwab’s Benchmarking study and compare the study’s numbers to your own practice’s performance. Take note of Palaveev's cautionary view in the quote.