Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts
Subscribe
Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts5
Subscribe
Professionals Measure Everything When Growing Their Businesses
Business Growth
Paul Kingsman
Professionals Measure Everything When Growing Their Businesses
Jul 12, 2018
Trending
Understanding Private Market Fund Distribution Waterfalls
Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford
Exploring Gold as a Tactical Investment Option
Is ‘Surprise and Delight’ an Effective Client Experience Strategy?
Guiding Caregivers Through Social Security and Retirement Planning
Fed Watch: The Waiting Game Continues
Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates
Seeking Yield in a Challenging Municipal Environment
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