Thank you for attending my September 2024 presentation for Future Proof!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Kitces Report: How Financial Planners Actually Do Financial Planning (2022)
- What Are The Key Performance Indicators (KPIs) For Your Financial Planning Firm?
- 10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies
- Revenue Productivity Ratios: The 3 Most Important Numbers To Manage In An Advisory Firm
- Creating A Chart Of Accounts: A Practical Guide For Financial Advisory Firms
