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The Financial Advisor's Success Manual by Craig CMIEL, David Leo

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Chapter | Eight

Metrics: Daily Game Plan

Measurement is the first step that leads to control and eventually to improvement. If you can’t measure something, you can’t understand it. If you can’t understand it, you can’t control it. If you can’t control it, you can’t improve it. —H. James Harrington

This chapter details a quantitative approach for the advisor with the belief that the right actions lead to the right results. Also discussed is how to estimate your workload.

The Daily Game Plan, which consists of metrics against which to measure your daily or weekly actions and results, takes a quantitative approach. It is our preference to take this pragmatic approach. There are four elements that we suggest and discuss in this chapter:

Specific ...

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