In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses.

What does that mean? It’s called “Business Intelligence.” This week we break it down for you and discuss:

• Business growth/decline data
• Measuring asset growth
• AUM analytics
• Demographics
• Revenue evaluation 

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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Learn more about Potomac Fund Management: https://potomacfund.com/

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