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The Financial Purpose Podcast
Dale Shafer II, CFP®, CBEC®, APMA®
99 episodes
1 month ago
Straight talk about aligning your financial purpose to Business, Money, and Investing.
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Investing
Business
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All content for The Financial Purpose Podcast is the property of Dale Shafer II, CFP®, CBEC®, APMA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Straight talk about aligning your financial purpose to Business, Money, and Investing.
Show more...
Investing
Business
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EP 80: Know Your Numbers: How to Build a KPI Dashboard That Drives Growth
The Financial Purpose Podcast
37 minutes
6 months ago
EP 80: Know Your Numbers: How to Build a KPI Dashboard That Drives Growth

In this milestone 80th episode, Dale dives deep into one of the most crucial tools for any business owner: the KPI dashboard. Building off the previous episode on operating capital, Dale breaks down the four key categories of KPIs every business should be tracking—regardless of industry. From revenue growth to profitability, operations to exit strategy, this episode walks you through exactly what to measure, why it matters, and how to track it—using real data from his own firm, Life Moves Wealth. Whether you’re scaling, planning for an exit, or just trying to stop flying blind, this episode is packed with actionable insights and no-BS financial advice.

The Financial Purpose Podcast
Straight talk about aligning your financial purpose to Business, Money, and Investing.