“We have just implemented now with a company called Golf Links, a system like a full CRN system that will track all of that kind of data for us.”
♫
Said on James Sinclair's Business Broadcast
“We just weren't being intense enough and stringent enough about keeping score and tracking the things with like a diligence and an intensity and a consistency.”
Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
Play from 1:22:39
1:22:39
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What was described
Implemented a rigorous score-keeping system: regularly track sales metrics, forecasting data, and other key performance indicators with high intensity and consistency
Said nearby on the same subject
“We paused new client onboarding for nine months to get a better handle on our firm’s key performance metrics.”
AD
Ashley DeSteiger
Financial Advisor Success ·
“The two metrics… average spend (ATV) and items per transaction (UPT)… they are the most controllable metrics… top performers always have high ATV and UPT”
♫
Said on eCommerce Australia
“We ran a regression of the forecasted Fed funds rate onto forecasted inflation and forecasted output relative to potential… on this different data, forward-looking data.”
CP
Carolin Pflueger and co-authors
Odd Lots ·
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