Which key performance indicators (KPIs) should your firm be tracking?
Are you unsure about what key performance indicators (KPIs) your registered investment adviser (RIA) firm should be tracking? Our free checklist highlights some important KPIs to consider.
This complimentary checklist outlines 10 key performance indicators your RIA firm should track. Here are a few highlights from the list:
- Aggregate client asset allocation.
- Pipeline of prospective assets.
- Client service activities volume by client.