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14min chapter
The Simplest Stock Market Hedge
Ask The Compound
Rethinking Financial Performance Metrics
This chapter explores the evaluation methods used by financial advisors to measure client satisfaction and success beyond traditional market performance metrics. It contrasts the financial services industry's reliance on qualitative indicators with the healthcare sector's challenges of profit-focused metrics potentially overshadowing patient outcomes. The discussion emphasizes the importance of setting relevant benchmarks and understanding the risks and holistic responsibilities involved in financial advising.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode