10.7.2026
Here Are Advisor Firms’ Go-To Business Metrics
Media ArticlesHere Are Advisor Firms’ Go-To Business Metrics
Our CEO Phil Fiore, Jr. CIMA® told Barron’s Advisor that net organic growth is the number he watches most closely, because it shows both sides of the business. New clients coming in show that business development and marketing are working. Clients staying shows that service is working.