KPIs of Running a Successful Advisory Business

Available on Demand

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:

  • Which indicators you should focus on to measure success in your practice.
  • How to discover your Peer Group and Target Group metrics.
  • Balancing hard and soft KPIs; measuring the happiness and success of your team and how that relates to the monetary performance of your firm.
  • The battle for talent during the Great Resignation.
  • Plus watch a live comparison of industry benchmarking on an actual RIA.

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