4.4 • 1.3K Ratings
🗓️ 15 April 2021
⏱️ 11 minutes
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| 0:00.0 | This is Optimal Finance Daily, episode 1497. |
| 0:04.0 | It's time for your QBR, quarterly business review, |
| 0:08.0 | by Joel of 5amjole.com. |
| 0:10.0 | And I'm your host and personal finance enthusiast, Diana Mariam. |
| 0:15.0 | This is a show where I read to you from some of the best personal finance blogs on the planet, |
| 0:19.0 | sometimes a little too enthusiastically. |
| 0:21.0 | But I can't help it. Money is an incredible resource that we can use to craft the life of our dreams. |
| 0:27.0 | So thanks for joining me today and every day. |
| 0:30.0 | And quick reminder, it's tax day today here in the US. |
| 0:34.0 | So hopefully you have everything in order. |
| 0:36.0 | I actually got my taxes done mid-March before I saw that the deadline has been extended a month with everything going on. |
| 0:42.0 | So if you're not prepared, here's your push to giddy up. |
| 0:46.0 | But as a listener of this show, I'm sure you've got it all squared away. |
| 0:50.0 | So with that, let's get right to today's post and start optimizing your life. |
| 0:58.0 | It's time for your QBR, quarterly business review, by Joel of 5amjole.com. |
| 1:06.0 | What's a QBR? |
| 1:08.0 | The last company I worked for had a grueling ritual at the beginning of each new sales quarter. |
| 1:14.0 | Each sales rep had to prepare a detailed PowerPoint presentation |
| 1:17.0 | and deliver it to a room full of peers, managers and executives from out of state. |
| 1:22.0 | They called it a quarterly business review, or QBR. |
| 1:26.0 | The presentations were to explain the past quarter sales results, how they were achieved, lessons learned, |
| 1:32.0 | and how the sales rep planned to meet future goals. |
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