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In baseball, the Oakland A's set new records by focusing on statistics. Advisors can apply the same statistical analysis to their "club" to win business and become more profitable. Here are eight basic financial ratios plus some resources for determining your success at moneyball.
There are many ways to gauge the success of a financial advisory practice. Some advisors emphasize the value of new client relationships, while others stress net income, but profitability is the most significant metric.
Horsesmouth Essential: Compensation incentives for both staff and advisors can greatly influence your firm’s client acquisition and retention efforts. While the purpose of an incentive plan is to reward the behavior you want, a well-designed plan also shifts some of the compensation risk to the employees.
Horsesmouth Essential: The most important hour of any work week is the team meeting where you and your staff review client service needs and identify new business opportunities. Here's how one advisor stays focused with four worksheets that help him deliver on promises made and capture new business in a systematic way.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025