April 1, 2021

Behind the Curtain: Leadership KPIs with David Kent

Earlier this year, I began a journey within my businesses. I set out to solidify, strengthen, and condense the KPIs, PIs, and KRIs in the companies. As I embarked on this journey, I decided that I wanted to share my experience with you. I wanted to give you an authentic look at me as a business owner. Through this process, I hope you gain some valuable insights into approaching this task within your own company. Fortunately, I haven’t had to do this on my own. My incredible team has aided me, and today, I’m sharing what I’ve learned about leadership KPIs from my friend and colleague, David Kent.
March 29, 2021

Sales KPIs – Behind the Curtain with Jeff Jeter

I recently discussed APIs, KPIs and KRIs within my business in a series that I’ve been calling, Behind the Curtain. Today’s entry will continue that series and focus on the KPIs within our sales department. To gain a greater insight into the sales KPIs within my businesses, I turned to my dear friend and colleague, Jeff Jeter. Jeff is one of our advisors and has earned his CFP®, ChFC®, and CEP® designations. In addition to being a great advisor, Jeff is our Director of Planning and has helped us solidify, strengthen, and condense our sales KPIs.
March 29, 2021

Behind the Curtain: Marketing KPIs with April Damron

Last week I began a new series that I am calling, Behind the Curtain. Specifically, this series aims to give you a little insight into my own experience as a business owner and how our team operates. We’re dealing with the subject of KPIs throughout this series, and today, I want to share some information that I gathered from a recent conversation I had with a member of my marketing team, April Damron. During our conversation, she shared some of the things that go into the marketing KPIs.
March 26, 2021
Planning for Retirement for Millennials

The Steps to Get Started Planning for Retirement for Millennials

Most of the people who come in to talk about retirement are already middle-aged, and the end of their careers is looming within the next decade or so. Sometimes they’re prepared, but more often they’re not. I don’t get the pleasure of working with young couples and individuals as often as I’d like. Yet these people have the opportunity to make the most of their work years. With a little planning, some wise decisions, and a few (minor) sacrifices, they can help get on track for a secure and fun retirement. Add a little luck, and they may even be in a position to extend the fun by retiring EARLY!
March 25, 2021

My Company’s Journey to Discover Our KPIs

One of my favorite films, when I was growing up, was The Wizard of Oz. Of course, most of you are familiar with Dorothy and Toto following the yellow brick road to meet with the mighty wizard so that she could return home. But for all of the hype that surrounded this great sorcerer, it turns out that he was simply a clever man behind a curtain. With that in mind, I want to give you all a peek at what takes place behind the curtain in my own business, how the sausage is made, so to speak. Over the next few weeks, we’re going to really look at what makes my businesses work. Today, I want to share my company’s journey to discover KPIs.
March 22, 2021
The Framework of Your Company's Performance Metrics

KPIs: What are They and Why Do They Matter to Business Owners?

Chances are, you’ve heard about KPIs while having conversations with your peers or in business-related podcasts, blogs, and television shows. But do you really know what they are? Even if you have a basic understanding of KPIs and their place within your business, do you truly know how to define them? As I’ve begun looking for key performance indicators in my own business, I’ve come to understand that there’s a lot to unpack. That’s why I’m asking today’s question, KPIs, what are they, and why do they matter to business owners?