Practice Management Clinic Report Now Available: Metrics That Matter

The full report from our June 2025 Practice Management Clinic, Metrics That Matter, is now available.

This session explored the Business Management pillar of the Building Blocks of Practice Management and focused on how leading firms are leveraging data to drive growth, increase profitability, and improve operational effectiveness.

Facilitated by Joe Calabrese (Key Wealth Management), with panelists Kevin Casey (Pathstone) and Mark Tibergien (Pathstone), the discussion covered:

• Core client, financial, and employee metrics that support strategic decision-making
• Measuring client satisfaction through both qualitative and quantitative data
• Aligning team capacity, incentives, and growth strategies
• Using gross margin and the DuPont model to assess profitability

To read the full report, click here.

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