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EPISODE 48

Don't Waste Another Quarter... Start Doing These Things Now!

Hosts: Rich Jarvis & Jason Morris
The Epic Investor Podcast
EPISODE 48 Artwork

What You'll Learn in This Episode

Rich, Jason, and Bryce unpack the value of quarterly reviews and explain how breaking long-term objectives into specific 90-day priorities can create greater clarity, accountability, and traction. They discuss the downfalls of outdated scorecards and vanity metrics, while emphasizing the importance of measuring the activities and outcomes that truly drive the business forward. The conversation also challenges investors and business owners to set bigger goals, embrace discomfort, surround themselves with people who make them better, and stop wasting valuable quarters on work that doesn't move them toward what matters most.

Episode Highlights & Timestamps

  • (00:49)How quarterly reviews revisit core values, accountability structures, previous results, and the priorities that need to be accomplished over the next 90 days.
  • (03:39)Understand the danger of keeping outdated weekly scorecard items that no longer align with your shifting targets.
  • (05:49)How writing specific, controllable goals and eliminating unnecessary metrics can help teams focus on the activities that actually move the needle.
  • (07:10)Identify why cutting out vanity metrics allows your team to focus exclusively on indicators that drive actual results.
  • (10:16)How quarterly reviews can prevent businesses from becoming reactive and help them identify problems early enough to make meaningful changes.
  • (15:00)Why setting significantly bigger goals can force you to abandon old approaches, embrace productive discomfort, and discover new ways to achieve results.
  • (20:51)How an outside coach, advisor, or implementer can help leadership teams stay focused, work on the business instead of simply in it, and get more from strategic meetings.

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About The Epic Investor

"The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life.