Stop guessing. Start tracking. In this action-packed session, we’ll break down the Top 5 Metrics every advisor must know — then show you how those numbers compare against real industry benchmarks from our Mid-Year State of the Nation study.
You’ll see:
- The 5 most important metrics you can start tracking today
- Industry averages that reveal if you’re ahead of the curve or falling behind
- The funnels and strategies working right now across the industry
- Why top firms treat metrics as their growth engine
If you want to grow with confidence, this is where you start.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Molly Pierce
CEO, Track That Advisor
