Essential Financial Advisor Metrics: AUM, ARPC, & Profit Growth

Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.
Forbes

For Good Measure: Assessing Financial Performance

For a financial performance measure to be good, it should generally rise when good things happen and decline when bad things happen. And it should motivate high-quality decision-making. This may seem ...
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Financial Management Resources

This spreadsheet uses Schedule F information (net cash income or net cash profit), and beginning and ending balance sheets to compute accrual net farm income, and key financial ratios and repayment ...
Forbes

How The 5-Year Total Return Helps Measure Value Creation Performance

Figure 1: The Wealth of Nations by Adam Smith; Structure of Scientific Revolutions by Thomas Kuhn, and Wisdom of Crowds by James Surowiecki Tired of anecdotal accounts of management performance? Or ...