The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

246: An Unconventional KPI That Will Change Your Client Experience Immediately

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter explores the shortcomings of traditional KPIs in business, suggesting they often mask procrastination. It advocates for a focus on four unconventional KPIs that enhance client experiences and drive meaningful business impact.

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