Description

Key takeaways from today’s episode include:

• The importance of tracking sales cycles and understanding the time prospects spend at each stage of your process - and how this can unlock new growth opportunities.
• How automation and workflow enhancements can reduce inefficiencies and accelerate your business operations.
• Real-life examples of how improving onboarding timelines and sales processes can significantly impact your revenue.
• Why obsessing over data points and trends can transform how you approach both short-term challenges and long-term strategy.
• Practical steps for integrating CRM systems and data-driven insights to make faster, smarter business decisions.

Frank emphasizes the power of knowing your numbers - not just basic metrics like AUM or portfolio returns - but the deeper data points that reveal operational inefficiencies and areas for improvement. By creating automated systems and obsessing over KPIs, advisors can enhance their client experience and position their practices for sustainable growth.

Whether you’re a financial advisor, business owner, or simply looking to sharpen your operational edge, this episode is packed with insights and strategies to help you take control of your business metrics and drive results. Don’t miss this in-depth, insightful conversation!