As an independent registered investment advisor (RIA) owner, you likely understand the importance of tracking your business’s financial performance. However, you may be unsure of where to start, what metrics to track, and how to create a system that works for you and your team. In today’s entry, I’ll provide you with insights on how to maximize your business’s financial performance with Key Performance Indicators (KPIs) – the metrics that matter most in tracking your firm’s financial health. Likewise, I’ll explore what KPIs to track, how to create a system to keep information, and how to get your team involved in tracking and improving your financial performance. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (2:45) How do we determine if we made the right decision? (5:55) What are the KPIs that RIAs need to track? (7:56) Financial KPIs common to the financial world […]
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