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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,
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
to help you design a powerful Scorecard to predict, monitor and forecast firm growth.
IN THIS PROGRAM YOU GET:
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
It eliminates guessing or estimating for what you think is happening.
It saves time, so it’s a time management tool.
It gives you the ability to predict and forecast.
Provides a simple way to inspect what you expect.
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?