Behind The Advisor

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA


Listen Later

Are you actually using data to make decisions in your firm — or just going with your gut?

In this episode of Behind The Advisor, we're joined again by Shawn Tydlaska to talk about why tracking your metrics matters more than you think, especially for smaller, growing advisory firms.

If you want clearer insights, better decisions, and the ability to look back and actually understand what moved the needle in your firm, this conversation is a must-listen.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/114

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,230 Listeners

Odd Lots by Bloomberg

Odd Lots

2,010 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

719 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,155 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,677 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,279 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners