ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Metrics that Matter: Using Data to Measure What Counts at Advisory Firms"
Episode Synopsis
Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key business metrics for financial advisory practices. Listen as she shares focus areas for firms to measure and what actually matters for performance. She also discusses how firms differentiate when it comes to those areas with the greatest impact, such as talent, succession planning, referral programs, and value propositions.
More episodes of the podcast Managing Your Practice
What the Most Admired Leaders Do Differently
24/10/2025
AI as the Next Thought Partner in Finance
30/09/2025
Jill Schlesinger on the Power of the Pivot
22/08/2025
In God we trust