The Efficient Advisor: Tactical Business Advice for Financial Planners

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

Jan 28, 2025
Feeling bogged down by conventional KPIs? Discover how they may be hindering your business. Learn about the revolutionary Impact Score that transforms client interactions and boosts team dynamics. Shift your mindset from advisory tasks to a CEO perspective, tracking metrics that drive real results. The conversation dives into enhancing client experiences and leadership's role in elevating employee engagement. Ready to redefine success in your practice? Tune in for insights that promise to make a significant impact!
Ask episode
Chapters
Transcript
Episode notes