The Uncommon Advisor

EP 22: Three Numbers You Should Be Tracking in Your Business


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Are you tracking the numbers that actually drive growth in your advisory business—or just the ones that tell you what already happened?

In this episode of The Uncommon Advisor, business strategist Alicia Byers breaks down the three simple metrics every financial advisor should be tracking to understand the true health and momentum of their practice.

Most advisors focus on revenue and production—but those are rearview mirror metrics. If you want to grow with intention, you need visibility into the leading indicators that signal what's coming next.

In this episode, Alicia walks through the three numbers that reveal whether your business is growing, maintaining, or about to slow down:

  • Meaningful Client Conversations

  • Referral Conversations Initiated

  • Opportunities in Motion

These metrics help you move from operating on hustle and guesswork to leading your business with clarity, predictability, and strategy.

If you want fewer peaks and valleys—and a practice that grows on purpose—this episode will show you exactly where to start.

Book some time with Alicia: https://calendly.com/byersstrategygroup/new-meeting

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The Uncommon AdvisorBy Alicia Byers