EPISODE · Sep 22, 2023 · 45 MIN
Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
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.
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Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
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This episode is 45 minutes long.
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This episode was published on September 22, 2023.
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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...
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