Coaching & Training for Financial Advisers

Building Your Business Dashboard


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Using the Business Dashboard we could measure the business on a daily basis using six really important things and this will show us the health of the business. PODCAST HIGHLIGHTS: 00:54 Why have we built this? 01:10 Traffic Light System 02:39 Staff KPI Dashboard TRANSCRIPTION Business Dashboard Good day everyone, Guy Freeman here from platinumpracticecircle.com. Today […]
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Coaching & Training for Financial AdvisersBy Coaching & Training for Financial Advisers