White Papers Resources from industry thought leaders

Six Ratios for Benchmarking Your Practice

August 11, 2017 | Kestra Financial

One of the trickiest aspects of being a financial advisor is simultaneously navigating your dual responsibilities as both a financial advisor and business owner. In order to gain a well-rounded perspective of your firm’s performance, there are several key metrics you should use to assess and interpret its financial health. We’ve outlined six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your firm's performance.

Kestra Financial
5707 Southwest Parkway
Building 2, Suite 400
Austin, TX 78735

Contact Us
844-5-KESTRA
www.kestrafinancial.com

To read the White Paper, please provide the following information:

Fill out my online form.

By filling out this form you are submitting information to Advisor Perspectives. Advisor Perspectives will only share this information with Kestra Financial to follow up with you.

For more information on submitting your thought leader White Paper contact: sales@advisorperspectives.com or (781) 376-0050