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Metrics that Matter: Using Data to Measure What Counts at Advisory Firms
Manage episode 377706615 series 3324283
Kandungan disediakan oleh Dimensional Fund Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dimensional Fund Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key business metrics for financial advisory practices. Listen as she shares focus areas for firms to measure and what actually matters for performance. She also discusses how firms differentiate when it comes to those areas with the greatest impact, such as talent, succession planning, referral programs, and value propositions.
45 episod
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