65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
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Navigating Business Metrics
This chapter explores the significance of analyzing financial metrics such as Assets Under Management (AUM) and client retention rates for business growth. The discussion highlights the use of technology and data visualization tools in tracking key performance indicators, emphasizing the balance between lead and lag metrics. The speakers also share insights on bonus structures, the challenges in client acquisition, and the necessity for clarity in performance metrics.
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