Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with J...
Jenna Biancavilla of Pearl Capital Management talks with Michael Kitces about how scorecards and structured meetings helped her grow to $275M AUM with a seven-person team.
The gist
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Track weekly leading indicators like prospect meetings and new household conversions instead of waiting until quarter-end to spot problems.
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Define 3 to 5 quarterly priorities per person, report on them weekly, and keep a backlog so new ideas don't derail current work.
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Biancavilla says tracking real days off as a metric helps build a team that solves problems without interrupting leadership.
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Use an EOS-style meeting structure with a short scorecard check-in first and a focused problem-solving section at the end.
"It lives in a Google sheet. Each advisor or support staff has their own tab and then they all total up to the team tab, so everyone can pop in there and look at anyone else's numbers at any point in time."
▶ Play at 37:287 creators recommend it, including Chris Koerner, Chamath Palihapitiya, and Jake Glacer.
See all on the Google Sheets page"That is part of our new hire process — we hand them the book or the audio book, What the Heck Is EOS?, so they know what they're walking into."
▶ Play at 11:08What they recommend · 3 picks
"The EOS book tells you that you really don't need all of this until you reach about 10 team members. I actually implemented it when we were around four to five team members — wa..."
"That is part of our new hire process — we hand them the book or the audio book, What the Heck Is EOS?, so they know what they're walking into."
"It lives in a Google sheet. Each advisor or support staff has their own tab and then they all total up to the team tab, so everyone can pop in there and look at anyone else's nu..."
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