In this episode Phil and Greg talk about Measuring Metrics/Charting Growth. Metrics are an important part of sales and marketing, and helps teams chart their growth and progress. By tracking metrics such as conversion rates, leads generated, and web traffic, teams can identify areas in which they excel and areas in which they need improvement.

Metrics also can help identify opportunities for new marketing campaigns or products. Sales and marketing teams that regularly measure their metrics are better able to adjust their strategies and improve their results. As a result, measuring metrics is an essential part of any successful sales or marketing team.  

Keypoints

• One of Phil’s mantras about achieving peak performance is that “active people are the luckiest people in the world.”  
• Sea Captain Coaching has a proprietary diagnostic tool that helps measure personal and professional goals, performance, and results. It also serves as a baseline for developing an ongoing strategy for continued growth.
• Sales metrics tracked for a financial services practice typically include number of households served, individual client AUM, insurance product sales and fees charged for financial plans.
• The proprietary tool that Sea Captain Coaching uses with its clients puts all the essential quantitative and qualitative elements right at a client’s fingertips for accountability, strategy, and direction.
• The diagnostic tool begins and ends with goals in mind. The tool also encompasses Core Values, Vision and Mission. 

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