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KPIs To Track Your Advisor Marketing And Figure Out What’s Actually Working (Or Not)

Nerd's Eye View

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!).

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How to Optimize Marketing and Sales Operations

Jedox Finance

In this blog, we discuss these changes and their implications for successful operations. With all of the content available, customers have already completed a large part of what is commonly called the “customer journey” before they come into contact with the provider for the first time. Where marketing and sales converge.

Sales 116
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An introduction and high-level overview of the value of management reports [Part 1/4]

Creative CFP

The purpose of a management report is typically to gather data from the various parts of a business in order to report back to management on certain key performance indicators (KPIs). Luckily, automation helps with all three aspects. Automation has made this process almost instantaneous and far more accurate.

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

This blog aims to provide dental practice owners and administrators with valuable insights into the advantages of embracing cloud-based solutions for their practices. Track key performance indicators (KPIs), such as patient satisfaction, appointment scheduling efficiency, and revenue growth, to measure the success of the implementation.

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The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. You can write blogs, be a podcast guest, teach online webinars to a targeted business owner audience, speak at live events, submit articles to industry publications, put on your own events, or produce your own podcast.

CFO 52
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Strategic Finance Focus at Year-End

VCFO

As Year-End Approaches, Finish Strong and Focus Forward As another year ends, most CEOs and business leaders are preparing to take stock of what needs to be done to strengthen their business and advance their business goals in the coming year. Are targets being consistently met? If not, what is the gap and what actions can be taken to close it?

Finance 91