KPIs of Running a Successful Advisory Business
Scott Leak, CFP®, Senior Consultant at FP Transitions
Eric Fettig, Business Consultant at FP Transitions
Mark, Measure, Monitor, Master. Business growth is a goal for every advisory practice, but how you quantify that growth begins with a true examination of where you stand. Benchmarking your business's Key Performance Indicators is the first step, but which data points do you utilize to measure your success or areas do you explore for growth? How do you gather this vital business intelligence? In this presentation, we dig deep and reveal:
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