LPL Advisor Stats Tracking

It’s been said time and time again: You cannot manage what you do not measure. It’s very important to know where you’ve been in order to plan where you’re going, right?

Tracking stats year over year allows you to see what’s working, what’s not, and what you can do to increase your positive results. Take a look at your business over the last three years and complete the form below.


Complete the form below to indicate what you have accomplished in your business over the last three years, and the people and positions you may have on your staff.

Please be as accurate as possible. We will revisit these details this time next year and explore the changes and growth in your business.


  • Revenue (Gross Firm Revenue or GDC)

    Review your business revenue from the last three years and put the final number here. This is the gross firm revenue your business generated.

  • Financial Planning

    Review your business revenue from the last three years and put the planning numbers here.

  • Staff (Current Team Count & Roles / Description)

    Look at your current business team. Who else do you have on production and payroll? If it's just you, put yourself as a role and description. If you have an assistant (or more) put the roles and actions each person does.

  • What is your biggest business challenge today?

    Currently, what is your biggest business challenge? Or looking ahead, what is the biggest challenge you want to conquer next?
  • This field is for validation purposes and should be left unchanged.

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