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3min chapter
Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Between Now and Success
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode