Every firm has the ability to measure where they have been, where they are and then make plans for where they want to be. Using KPI measurements for your firm should be a part of your firm’s monthly, quarterly, and yearly review. We will discuss what KPI’s are, why use KPI’s and review eight KPI measurements in detail, to give you some ideas on what may work for your firm and comparison to other firms to track your progress. Come away with one or two possibilities to give you additional insight into how you are can follow your firm’s growth. Learning Objectives: 1. Learn what a KPI is and why it is important 2. Review and learn the eight financial KPI calculations 3. Learn How to calculate KPI’s for your firm 4. Discuss and compare KPI's with what is the industry standards

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