Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Mastering Metrics: How Data-Driven Decisions Drive Success
Manage episode 462659651 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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!
253 episodes
Share
Manage episode 462659651 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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!
253 episodes
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Similar to Advisor Talk with Frank LaRosa
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Interesting stories from today’s franchisors and entrepreneurs.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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Go offline with the Player FM app!
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