Prospective Advisors

Discovery Process

US Fiduciary’s proprietary Discovery Process takes an objective look at your decision to go independent by comparing and contrasting different business structures.

The process begins with a comprehensive examination of your current practice from all angles, taking into account all aspects of client acquisition and servicing. The duration of this one-on-one meeting generally lasts three hours, as it also identifies projected expenses for establishing your own place of business.

The end product is a detailed, line item P&L report that is easy to understand and manipulate. No matter what decision you make, this tool can assist you in making the most informed decision for your individual practice.

This document also starts the process of our ongoing business consulting by looking for ways to immediately increase the efficiency, productivity and scalability of your practice.