Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Between Now and Success
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The Importance of Data Tracking and Accountability in Firms
This chapter highlights the critical role of data tracking in performance analysis and goal-setting within organizations. The speakers address the challenges of team accountability and the necessity of regular check-ins to adapt strategies, while also promoting a culture of accountability.
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