The only way you'll ever know how you're improving is if you've got something to compare it to.
You'll have seen it with clients. Until you can show how far they've come, how their wealth has grown and how they've got closer to their goals, it's hard to show the value.
That's why Business Intelligence matters. It's about having a way to create your own dashboard, to show you whether you're winning or standing still.
At this essential session, I'm going to run you through several vital aspects to creating a business intelligence system:
- Introduce to our new business benchmarking system to assist you in comparing your personal progress, as well as against other program members and the wider industry.
- We'll explore the key metrics that really matter and how to apply the data for practical results.
- The technology options available to you if you'd like to add a touch of automation to the process.
Once again, this is a webinar that is relevant to every single firm on the program, so don't miss it.