Sales are a vital part of any business. Without them, your company won’t last very long. But what can we learn from them? It may be tempting to view sales projections as just a way of determining what your year-end revenue might look like, but you’d be missing the full picture if you do. You see, your RIA’s projected sales could give you an in-depth view of its overall health. In this post, I’m going to look at what your sales forecast could be trying to tell you! Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (01:35) How your sales projections can help you (03:05) What is a sales projection? (05:05) How do we calculate run rate? (08:43) Two key data points (09:33) Estimated future sales (14:16) Average Assets Under Management (AUM) (16:42) A word of caution Are Your Sales Projections Trying to Tell You […]
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https://financiallysimple.com/sales-projections-and-your-rias-health-a-financially-simple-guide/
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