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.comConnect 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 Sign up to Earmark to earn free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app