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Professionals Measure Everything When Growing Their Businesses


Professionals measure everything so they know where they most need to focus their attention.

Some of the most important numbers to have a handle on are:

  • incoming net assets (not just AUM).
  • outgoing assets.
  • referrals (where they come from and the results).

To watch last week’s video about why you really do need to get specific about what business metrics you track, click here.

Related: Don’t Confuse AUM with Profitability

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