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3 Simple Metrics to Improve Profitability and Performance

Many financial planning firms collect reams of management information they rarely understand and never use. In this presentation I introduce three business metrics that will help you make sense of your data and improve your business performance.

I have seen so many advisers struggle to make sense of their MI, yet by using these three ratios it is possible to reveal and rectify the issues that are holding back your business.

If you find this presentation useful, head on over to fpadvance.com and post a comment. Whilst you are there, why not sign up to my newsletter to get my top tips delivered straight to your inbox. You can also follow me on Twitter (@brettdavidson).

You can watch my most recent BrightTALK webinar via the playback here - https://www.brighttalk.com/

I look forward to connecting!

FP Advance | Make It Happen
Recorded Jul 19 2013 4 mins
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Presented by
Brett Davidson
Presentation preview: 3 Simple Metrics to Improve Profitability and Performance

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  • 3 Simple Metrics to Improve Profitability and Performance Recorded: Jul 19 2013 4 mins
    Brett Davidson
    Many financial planning firms collect reams of management information they rarely understand and never use. In this presentation I introduce three business metrics that will help you make sense of your data and improve your business performance.

    I have seen so many advisers struggle to make sense of their MI, yet by using these three ratios it is possible to reveal and rectify the issues that are holding back your business.

    If you find this presentation useful, head on over to fpadvance.com and post a comment. Whilst you are there, why not sign up to my newsletter to get my top tips delivered straight to your inbox. You can also follow me on Twitter (@brettdavidson).

    You can watch my most recent BrightTALK webinar via the playback here - https://www.brighttalk.com/

    I look forward to connecting!

    FP Advance | Make It Happen
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    I look forward to connecting!

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    In this video, I discuss how I determine and define my ideal client and the importance it has for me, just as it should be for you. I also explain why you should focus your time and energy on those clients that are aligned with your business ideals and deserve your attention.

    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit fpadvance.com

    FP Advance | Make It Happen
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    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit fpadvance.com
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    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit www.fpadvance.com

    FP Advance | Make It Happen
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    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit www.fpadvance.com

    FP Advance | Make It Happen
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    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit www.fpadvance.com

    FP Advance | Make it happen
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    Each week I tackle a new topic for financial advisers on my blog and YouTube channel. To receive useful tips and insights direct to your inbox, subscribe to my blog on www.fpadvance.com.
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    If you liked this video, you can subscribe to my blog and receive similar updates on a weekly basis - visit fpadvance.com.

    FP Advance | Make It Happen
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I take small but ambitious Financial Planning firms and turn them into branded, boutique powerhouses.

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