In this special crossover episode of the Investment Grade Practices Podcast and Everyday Practices your hosts Dr. Victoria Peterson and Regan Robertson bring together their expertise and insights and cover high-level visionary planning with essential nuts-and-bolts day-to-day practice management.
Regan and Dr. Victoria Peterson built on the concept of above-the-line vs. below-the-line thinking – a framework that distinguishes between strategic, aspirational planning and the practical, often challenging aspects of implementation from episode 143. This week our hosts discuss how this framework applies to metrics. Learn how understanding and leveraging these metrics can transform your practice, from day-to-day management to long-term strategic planning.
As you listen to this episode, we want you to think about the following questions:
- How well do I understand the metrics that drive my practice?
- Do I have a clear distinction between strategic and operational metrics in my practice?
- Am I using these metrics to inform my decision-making and long-term planning?
- Is my practice equipped to balance leadership and management tasks?
Understanding the Metrics (E.144)
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