How do I identify the right goals and KPIs to track?

June 1, 2020
2:25 mins
Geni Whitehouse

Brotemarkle, Davis & Co LLP

We all know you should be tracking KPIs, but which ones to track? "Start with WHY are you doing this?" says Geni Whitehouse. By building out from there, you can establish yourself as an advisor.

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