Success for advisory businesses isn’t just about growing AUM—it’s about maximizing profitability, increasing firm value, and scaling operations efficiently. But how do top firms achieve this? The answer lies in data-driven decision-making.
Join Scott Leak, CFP®, CEPA®, in this on-demand Masterclass as he explores how benchmarking your business' Key Performance Indicators (KPIs) can provide a clear roadmap to success. Using FP Transitions' extensive industry data, we highlight:
What Sets High-Performing Firms Apart – Uncover the key metrics and strategies that drive sustainable growth and profitability.
How to Benchmark Your Business – Learn how to assess your firm’s financial and operational health to make informed, strategic decisions.
Next Steps to Elevate Your Firm – Whether you’re focused on growth, profitability, or preparing for a transition, gain actionable insights to take your firm to the next level.
Is my business growing fast enough?
Q&A Session: Scott answered incoming questions, helping advisors walk away with a clear vision for a thriving, next-level advisory business.
Watch On-Demand
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