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Key takeaways from today’s episode include:
Frank emphasizes the power of knowing your numbers - not just basic metrics like AUM or portfolio returns - but the deeper data points that reveal operational inefficiencies and areas for improvement. By creating automated systems and obsessing over KPIs, advisors can enhance their client experience and position their practices for sustainable growth.
Whether you’re a financial advisor, business owner, or simply looking to sharpen your operational edge, this episode is packed with insights and strategies to help you take control of your business metrics and drive results. Don’t miss this in-depth, insightful conversation!
4.8
9292 ratings
Key takeaways from today’s episode include:
Frank emphasizes the power of knowing your numbers - not just basic metrics like AUM or portfolio returns - but the deeper data points that reveal operational inefficiencies and areas for improvement. By creating automated systems and obsessing over KPIs, advisors can enhance their client experience and position their practices for sustainable growth.
Whether you’re a financial advisor, business owner, or simply looking to sharpen your operational edge, this episode is packed with insights and strategies to help you take control of your business metrics and drive results. Don’t miss this in-depth, insightful conversation!
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