As you work toward the eight-figure exit, you’ll need to track and monitor your progress along the way. Without a system to track your RIA’s progress, you might as well be playing Pin the Tail on the Donkey. Unless you’re actively monitoring your firm’s performance toward your objectives, you’re really only hoping you reach your goals. In today’s entry, I want to explore some of the KPIs to track in your organization so you can be confident you’re moving in the right direction. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (0:37) What is a Key Performance Indicator? (2:49) Is it a metric? Not exactly… (4:07) KPIs that the financial advisory business owner should track… (7:10) Number of households per advisor (9:34) Average number of meetings per advisor (13:47) Your industry has KPIs that will drive you toward the 8-figure exit The Basics: […]
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