Markets
Solutions Marketplace
Research
Business Growth
ETFs
Retirement
Alternatives
Subscribe
Markets
Solutions Marketplace
Research
Business Growth
ETFs
Retirement
Alternatives
Subscribe
Professionals Measure Everything When Growing Their Businesses
Business Growth
Paul Kingsman
Professionals Measure Everything When Growing Their Businesses
Jul 12, 2018
Trending
Trump, Powell & Rates: The Post-Liberation Day Edition
The Tariff Tangle With China and What It Means for Earnings
Slow-Motion Selling: How To Take Control of Your Calls Without Pressure
Niche Marketing: The New Rules for Standing Out and Scaling Up
Can Investors Disrupt Big Meat? The Financial Case for Regenerative Agriculture
Tax Season Is Upon Us (And Tax-Smart Income Can Make a Big Difference!)
Thriving as a Financial Advisor in 2025: Strategies for a Volatile Market
Great Advisors Lead With Confidence—Not Just Calculations
Professionals measure everything so they know where they most need to focus their attention.
Some of the most important numbers to have a handle on are:
incoming net assets (not just AUM).
outgoing assets.
referrals (where they come from and the results).
To watch last week’s video about why you really do need to get specific about what business metrics you track,
click here
.
Related:
Don’t Confuse AUM with Profitability