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Keeping an Eye on the Bottom Line: How Your P&L Statement Can Help Guide Your Business Decisions
Manage episode 322164064 series 3324283
Contenido proporcionado por Dimensional Fund Advisors. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dimensional Fund Advisors o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Most advisors are excellent at evaluating investment options for clients but can fall short in assessing their own financial statements and what they are saying about the health of their businesses. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Philip Palaveev, founder and CEO of The Ensemble Practice, to explore how assessing a firm’s profit and loss (P&L) statement and other financials could possibly be the key to growing faster, achieving greater profitability, and creating more opportunities for advisors and their teams.
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