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Podcast: Conquer Risk Podcast
Episode: Business Intelligence
Description: In three decades serving advisors, weâve seen the full spectrum of their size, design, and success. One thing that has become clear, the most âsuccessfulâ advisors take an active role in understanding and evaluating their businesses.What does that mean? Itâs called âBusiness Intelligence.â This week we break it down for you and discuss:Business growth/decline dataMeasuring asset growthAUM analyticsDemographicsRevenue evaluation We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss...