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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Apr 8, 2021

In episode 351 of Financially Simple, Justin discusses Planning indicators that are specific to Heritage Investors.

Having a Business Plan gives the owner of the business more than a route map to follow, it also provides the main indicators that are important to track specific to their business. In this episode, Justin goes over the main KPIs, KRIs and PIs relevant to his business, and explains why they are useful for tracking the business’s growth.

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00:46 - The KPIs, KRIs, and PIs of Planning

03:29 - Percentage of Goals Achieved

08:19 - Number of Clients

09:46 - Average Household Value

11:19 - Customer Acquisition Cost

12:25 - Assets Under Management

14:02 - Assets Under Advisement

14:27 - Number of Referrals Per Review Meeting

16:24 - Summary



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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.

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