Breakout Sessions A

#1 - :To run your firm effectively, you need measurements. What KPIs does your dashboard include for management, operations, and growth?  Which indicators are you cautious about? How challenging is it to compile the chosen KPIs? For the difficult ones, how can you simplify the process? Do you compare your KPIs against other industry numbers? Other firms? If so, what tool(s) do you use? 

OR

#2: The crew boat that rows/pulls together most effectively wins most of the time. When you think about basic business processes, what is the level of satisfaction at the investor-client and advisor levels, versus the importance? Lead Generation/Prospecting, Advisor Onboarding, Investor Customer Onboarding, Maintenance Requests, Investor-Customer Service Requests, Investment Management/Trading & Rebalancing, Adoption of Technology Platform(s), Document Access, and Self-Directed Account.