A structured read on the health of your practice.
Most advice businesses live by their operational numbers — AUM, revenue, pipeline. The numbers that show what the practice produced. What sits beneath them is harder to see and harder to change: is the proposition itself strong enough to compete? Is the pricing right for the work? Is the structure built to deliver it well? Is the technology pulling its weight? Practice ECG reads each layer against the Australian benchmark — honest diagnostics, each pointing at the work that closes the gap.
What a Practice ECG is
Each report reads one dimension of your advice practice against verified Australian benchmark data. You see where you sit. You see the gap to elite. You see the lever that closes it.
The methodology is deliberate about three things. The bands are honest — practices in the bottom tiers are told so directly, in language that names the lift rather than the failure. The benchmarks are verifiable — every figure is sourced to publicly cited Australian industry data. The levers are specific — they map to actual consulting work, not abstract advice.
The reports
- 01 Book Health Revenue per client, against the Australian distribution. The single truest measure of book quality. TRY IT →
- 02Practice EfficiencyHow much of your week do you actually spend with clients — and is the rest of your practice structured to keep it that way?COMING
- 03AI Readiness & ComplianceWhere your practice sits on AI adoption — and whether the governance behind it stands up.COMING
How to use them
Each report is free to read. Six minutes, a few honest numbers, an unflinching position on a scale. No login. Your data stays on your device.
The reports are designed to be diagnostic, not prescriptive at scale. They show you where you sit. The conversation about how to close the gap is the consulting work — and that conversation is where The Pilgrim Advisory engagement begins.