Just like a fitness tracker helps you see what’s working and what isn’t, the right business metrics give you clarity. Over time, patterns emerge. You stop guessing. You make smarter decisions because you can see the truth in your numbers.
That’s exactly how Bryan Poole runs his practice.
He doesn’t rely on intuition alone. He relies on a simple, disciplined process that shows him where growth is coming from, what deserves his time, and what needs to change before small issues turn into big problems.
How a $350M Advisor Tracks the Health of His Business
Bryan Poole runs a $350M advisory practice, and he can tell you exactly what produced new business years ago and what’s still working today.
Not because he’s doing anything flashy… but because he tracks the few metrics that actually matter.
That visibility allows him to consistently evaluate the daily, quarterly, and annual health of his firm, decide where to focus, and keep growth steady without burning out his team.
In this recorded webinar, Bryan walks through the same monthly review process he uses with his own staff so nothing in the business is left to guesswork.
What You’ll Learn in This Webinar Recording
- How Bryan reviews his numbers each month
- Which metrics actually move money
- How to spot problems early before growth slows
- How to protect your time and capacity
- How to keep new money coming in consistently
- How to tell if your marketing, prospecting, and client service efforts are helping—or hurting—growth
By the end, you’ll have a clear framework for building your own “practice health tracker” so you can make decisions faster, stay focused, and maintain momentum all year long.
Bryan Poole
Financial Advisor
Village Wealth Management
Tony Parmenter
Sr. VP of Client Success
Bill Good Marketing
