Best Metrics for Financial Advisors

Nikole Mackenzie, founder of Momentum Accounting, shares hard-won insights from building a successful advisory practice that transforms struggling businesses into thriving enterprises. Through real client examples, she breaks down how to move beyond traditional accounting packages to deliver meaningful business outcomes, including her approach to pricing, profitability targets, and client assessment frameworks. Nikole provides practical strategies for upskilling team members and implementing advisory services, while emphasizing the importance of focusing on business outcomes rather than selling products.

• (00:00) - Best Metrics for Financial Advisors
• (00:47) - Guest Introduction: Nikole Mackenzie
• (01:10) - Nikole's Background and Experience
• (05:17) - Defining Advisory Services
• (14:10) - Challenges and Solutions in Advisory
• (17:18) - Importance of Profitability
• (39:50) - Niche Focus in Accounting
• (48:47) - Training and Upskilling in Accounting
• (51:34) - Final Thoughts and Contact Information

Learn more about Peerview Data
https://www.peerviewdata.com

Connect with Nikole Mackenzie
https://momentumaccounting.com
https://www.linkedin.com/in/nikolemackenzie
https://linktr.ee/nikolemack

Connect with Glenn Dunlap
https://linkedin.com/in/glenn-dunlap

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