{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla","slug":"ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla","published_at":"2026-09-08T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS506_final.mp3?dest-id=395010","summary":"Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter – from client engagement and new business activity to employee time off and retention – as well as why she shares valuable planning insights with prospects before they even become clients and how being more selective about the clients she works with has helped reduce stress and create more time. J enna Biancavilla is the founder of Pearl Capital Management, an RIA based in Phoenix that oversees approximately $275 million in assets under management for 110 client households. In this episode, she breaks down how she balances weekly and quarterly metrics, sets achievable targets, and uses data to keep her team focused on the firm's biggest priorities. Jenna also explains how adopting the Entrepreneurial Operating System helped her team address issues faster, run more effective meetings, and prioritize quarterly \"rocks\" that move the business forward. For show notes and more visit: https://www.kitces.com/506","meta_description":"Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5433,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-506-building-a-killer-scorecard-to-track-key-weekly-metrics-on-the-path-to-275m-aum-with-jenna-biancavilla.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}