Link to Recording
Passcode: ma4.Y=.3
Topic: Measuring Success (and Failure!) in Advisory - A Highly Interactive Session
Facilitator: Jill Tichenor, Delap LLP
Advisory work doesn’t fit neatly into a spreadsheet, so how do you measure what truly matters? Join us for a lively, practical session that explores the realities of KPIs in advisory service lines — the meaningful ones, the misleading ones, and the ones that create more confusion than clarity.
Expect breakout groups, real talk, and tools you can put to work the very next day.
In this session you’ll:
- Define what “success” actually means for your advisory team
- Explore the five types of KPIs every advisory practice should consider
- Work with peers to design a simple, powerful dashboard
- Identify one metric you should stop tracking immediately
To get even more out of the breakout discussions, be prepared to discuss the following:
- How you currently define success on your team
- The KPIs that actually matter
- And yes… the one metric you’d vote off the island
Steering Committee
Sarah Dekutowski, Draffin Tucker
David Hartley, Anders (Chair)
Mike Nurse, Clark Nuber
Karen Rice, KLR
Jill Tichenor, Delap
