* This is a past event

Want $1B+ AUM? Track These 5 KPIs Like Top Advisors

Online

Thursday, June 12, 2025 - 01:00 PM to 01:45 PM
Central Time - US & Canada

We will walk you through the five essential key performance indicators every financial advisor should track. These metrics are critical for driving sustainable growth while keeping customer acquisition costs low.

  • The 5 KPIs every advisor must track and their impact on scaling your business.
  • A live demo of LeadCenter's Revenue Growth Simulator for financial advisors.
  • How LeadCenter.AI automates KPI tracking and reporting.

This event will be presented by:
 


Mustapha Ramadan
CEO
LeadCenter.AI