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Do You Really Know Your Numbers?

Do You Really Know Your Numbers?

Successful Advisors Know The Important Figures


bigstock-Analyzing-Growth-small.jpgOk, you’re a great financial advisor, but are you a great businessperson? Really great people in business always know their numbers, but not just any numbers, the really important numbers!

Many people think that being a great businessperson is to be someone that is entrepreneurial, who can market and grow their clientele. While these are important aspects of running a great business, the great businessperson always focuses on the really important numbers of their business.

It's All About Your MVA

It's All About Your MVA

Activities Drive Results - Examining Your Everyday Activities


bigstock-Business-Success-And-Growth-small.jpgWhy isn’t my business growing like I want it to? Why has my business plateaued? Why am I working so many hours but not growing my firm?

These are several of the questions that I get from some of the financial advisors that I have coached. These advisors have become frustrated that their businesses aren’t succeeding as they want. Although they have been in the business for more than 5 years and have achieved some success, they still want to grow.

When I hear these questions, or comments, I begin to do some probing. I become very curious as to how these advisors spend their time. I am specifically looking to determine what these advisors do on a daily basis.


Get the bottom line on Exemplar with our Fast Facts.

Fast Facts

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Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY. 

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