Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
Managing Your Practice · Dimensional Fund Advisors
September 22, 202345m 24s
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Show Notes
Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key business metrics for financial advisory practices. Listen as she shares focus areas for firms to measure and what actually matters for performance. She also discusses how firms differentiate when it comes to those areas with the greatest impact, such as talent, succession planning, referral programs, and value propositions.