20 Business Metrics Advisors Can Track

Podcast: Financial Advisor Marketing Podcast · James Pollard

Opublikowano: 2026-04-13

Metrics are wonderful. I love them. I use them. And I suggest you track your metrics, so you can make better decisions especially over the long-term. But metrics are terrible masters and wonderful servants. Here's what I mean: Obsessing over your metrics without understanding the underlying context of them is a recipe for wrecking your business in a hurry. Not only are most marketing metrics vanity metrics (which only trick you into thinking you're performing better or worse than you actually are), but even the metrics that are most based in rea...