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Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Score, one of my favorite tools for transforming how you measure success in your business.
What You’ll Learn in This Episode:
- Why traditional KPIs might be holding you back and how to identify the ones that actually matter.
- What an Impact Score is and how it can help you measure your effectiveness with clients, your team, and your overall business.
- How to shift from “procrastination masquerading as productivity” to tracking metrics that create real results.
- A fresh framework for stepping into the CEO role and aligning your focus with the areas that drive referrals, improve client experiences, and increase profitability.
If you’re ready to rethink how you work on your business, tune in now and let’s dive into what truly makes an impact!
Related: How Behavioral Finance Can Transform Client Experiences