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246: An Unconventional KPI That Will Change Your Client Experience Immediately
Manage episode 463554472 series 3460679
Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Score, one of my favorite tools for transforming how you measure success in your business.
What You’ll Learn in This Episode:
- Why traditional KPIs might be holding you back and how to identify the ones that actually matter.
- What an Impact Score is and how it can help you measure your effectiveness with clients, your team, and your overall business.
- How to shift from “procrastination masquerading as productivity” to tracking metrics that create real results.
- A fresh framework for stepping into the CEO role and aligning your focus with the areas that drive referrals, improve client experiences, and increase profitability.
If you’re ready to rethink how you work on your business, tune in now and let’s dive into what truly makes an impact!
-----------------------
Episode #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
Discover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. 246: An Unconventional KPI That Will Change Your Client Experience Immediately (00:00:00)
2. [Ad] Audience Connection (00:19:19)
3. (Cont.) 246: An Unconventional KPI That Will Change Your Client Experience Immediately (00:20:07)
271 episodes
246: An Unconventional KPI That Will Change Your Client Experience Immediately
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 463554472 series 3460679
Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Score, one of my favorite tools for transforming how you measure success in your business.
What You’ll Learn in This Episode:
- Why traditional KPIs might be holding you back and how to identify the ones that actually matter.
- What an Impact Score is and how it can help you measure your effectiveness with clients, your team, and your overall business.
- How to shift from “procrastination masquerading as productivity” to tracking metrics that create real results.
- A fresh framework for stepping into the CEO role and aligning your focus with the areas that drive referrals, improve client experiences, and increase profitability.
If you’re ready to rethink how you work on your business, tune in now and let’s dive into what truly makes an impact!
-----------------------
Episode #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
Discover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. 246: An Unconventional KPI That Will Change Your Client Experience Immediately (00:00:00)
2. [Ad] Audience Connection (00:19:19)
3. (Cont.) 246: An Unconventional KPI That Will Change Your Client Experience Immediately (00:20:07)
271 episodes
All episodes
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