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Biz-Metrics March Madness Has Begun

Posted by: Meg Cipar    Mar 14, 2018

We've got our own month-long madness here at UBA. From March 1 to March 31, we're counting on our Partners to prioritize collecting and entering your data for Biz-Metrics. Your participation in the most credible business-metrics study for employee benefit advisors is essential.

Biz-Metrics Madness

For more than a decade, UBA Principals have utilized the industry-leading Biz-Metrics Benchmarking Study as their financial benchmarking tool to spot trends in revenue diversification, expenses, profit and growth perspectives, and perpetuation. It also helps in sharing successes, applying the knowledge of all UBA Partner Firms, and engaging in more meaningful discussions during PowerPak sessions.

It's a team effort, with each Firm's data helping create better benchmarking. Your efforts help you and your peers understand productivity and performance so you can keep improving business. It's one of the ways we're Better Together at UBA.

The new platform includes a simplified data entry, enhanced reporting features, and a few new features by popular demand. Code SixFour is our new alliance providing the new user interface and visually engaging reports.

Visit the Biz-Metrics page on the Wisdom Network for the prep kit and link to take the survey.

Questions? Email support@ubabenefits.com with questions.

Topics: Biz-Metrics

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