24. The Company Scorecard: How to keep score in your financial services business

2022-08-05

Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when it comes to financial advisors, the industry usually doesn’t teach you how to keep score and what they tell you to measure isn’t an accurate way of knowing if you’re winning or not. So, in this episode, Sten breaks down what you should be measuring in your business, and he gives you a downloadable scorecard you can...

Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything.

But when it comes to financial advisors, the industry usually doesn’t teach you how to keep score and what they tell you to measure isn’t an accurate way of knowing if you’re winning or not.

So, in this episode, Sten breaks down what you should be measuring in your business, and he gives you a downloadable scorecard you can start using TODAY in your business.

Video can be found at: stenmorgan.com/24

stenmorgan.com/scorecard

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