Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that many advisors and especially the smaller businesses are not tracking their metrics or gathering important data. Shawn Tydlaska joins us again to shed some light on some simple methods he uses to track data and how this data has helped his business thrive in such a short time period.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/114