How to make your KPI’s actually work!
Practice Management & Professional Services & Quick Tips Videos

How to make your KPI's actually work!

December 18, 2019

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Looking ahead at the changes you can…no… the changes you WILL make in the next year you have probably begun to zero in on the Key Performance Indicators – the KPI’s.


These are the measures that matter.  They are the ratio’s or milestones that indicate your plan is progressing, and that the business resources are being focussed on the right activities….and the activities are actually leading to getting the results you want in the production year.


The problem is that KPI’s often just don’t work in a practice, and that sucks.

It IS fixable though!


In this weeks Quick Tips video we talk about the 2 big reasons why KPI’s don’t work inside a professional practice – and how to go about fixing it so that they do…

…watch the video to learn more… 


[wpvideo RYQ965G3]


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