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Measurables - How to Create a Scorecard

Build the Foundation for Growing a Valuable Transferable Business

The Scorecard is a powerful tool to help a CEO Financial Advisor  to predict and forecast.  It’s a way to measure your growth, continued momentum, assist in time management, and ensure operations are running smoothly.  What it does is give you a pulse on the business and a way to benchmark your forward momentum. 
The evolution from Financial Advisor to CEO is about entrepreneurship and the ability to run a strong business and be a great business owner. For a firm to continue its growth momentum it must strengthen all the key areas of the business and build a solid foundation to grow upon.
In this 3 Part Program we highlight the key area  Measurables to help you design a powerful Scorecard to predict, monitor and forecast firm growth.


  • 3 Powerful Sessions: A step-by-step guide to create a powerful Scorecard.

  • Exclusive Content:  Templates, Menu of Measurables, & Sample Scorecards for Solo-Entrepreneurs, Seasoned Firms, and Large RIA.         

5 Reasons to Create a Scorecard

  1. It eliminates guessing or estimating for what you think is happening.

  2. It saves time, so it’s a time management tool.

  3. It gives you the ability to predict and forecast.

  4. Provides a simple way to inspect what you expect.  

  5. It's a powerful benchmarking tool to measure your progress.


Would You Take Consistent, Focused Action To Multiply Your Business, If You Knew The Exact Steps To Take?