If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...
Ditch LinkedIn vanity metrics like follower counts. Track metrics tied to business outcomes: qualified leads (profile views from ideal clients), quality conversations (comments showing genuine ...
Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.
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