Webinars With Industry Experts

Ensure Great Execution Through SMART Goals And Key Performance Indicators



Great business strategies often fail because of poor execution. Here’s an easy five-step approach to ensure great execution and quantifiable financial results.
 
Peter Drucker once said, “What gets measured, gets managed.”  Holding people accountable is key to a manager's ability to deliver results. Key performance indicators (KPI’s) are a great way of measuring how you are doing and knowing which activities are driving results.
 
At this webinar, you will learn a step-by-step model for assigning responsibility for all projects at all levels in your organization, including:
 
•        Utilizing SMART goals as the foundation to your execution strategy
•        How to create and monitor activities that drive success
•        Creating a dashboard that focuses on your Key Performance Indicators
•        Holding your staff accountable and responsible will create measureable results – RACI model
•        Create a process that welcomes new goals on a continuous basis
 
Speaker Andrew Putterman’s new venture, 1812 Park LLC, leverages his skills and experience over the past 25 years as an executive, CEO and entrepreneur in the wealth management industry. He is fortunate to have helped build two high-value and high-profile companies - Fortigent LLC and Lydian Wealth Management. Andrew learned many valuable lessons along the way and utilizes them as he helps guide CEO’s and Boards in developing and executing on their long-term strategies and business plans.


This session is eligible for IMCA® CE and CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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