{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 506: Building A \u2018Killer\u2019 Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla","description":" Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter \u2013 from client engagement and new business activity to employee time off and retention \u2013 as well as why she shares valuable planning insights with prospects before they even become clients and how being more selective about the clients she works with has helped reduce stress and create more time.  Jenna Biancavilla is the founder of Pearl Capital Management, an RIA based in Phoenix that oversees approximately $275 million in assets under management for 110 client households. In this episode, she breaks down how she balances weekly and quarterly metrics, sets achievable targets, and uses data to keep her team focused on the firm\u2019s biggest priorities. Jenna also explains how adopting the Entrepreneurial Operating System helped her team address issues faster, run more effective meetings, and prioritize quarterly \u201crocks\u201d that move the business forward. For show notes and more visit: https:\/\/www.kitces.com\/506      ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"