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Mailbag: What KPIs should you track to effectively manage your business and other questions answered. [Episode 31]
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com
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By Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers
4.7
6161 ratings
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jim, Brad, Jeff, and Gregg answer listener questions - spending time discussing what KPIs they track and how their sales process works.
Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge
Visit our website at: www.thefinancialadvisorsedge.com