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Optimal Finance Daily - Financial Independence and Money Advice

1497: It's Time for Your QBR: Quarterly Business Review by Joel of 5AM Joel on Financial Management

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Business, Education, Self-improvement

4.41.3K Ratings

🗓️ 15 April 2021

⏱️ 11 minutes

🧾️ Download transcript

Summary

Joel of 5AM Joel reminds you that it's time for your quarterly business review. Episode 1497: It's Time for Your QBR: Quarterly Business Review by Joel of 5AM Joel on Financial Management Joel is a 35-year old living in Los Angeles with his wife and their dog. He was born and raised in Australia and moved to the US when he was 22. About 4 years ago he started getting up every morning at 5am. It started as one of those 30 day challenges, but after the challenge was over, Joel never stopped. He started noticing major improvements in his work, health, relationships and happiness in life. Joel sends out a short daily message at 5am each morning. He writes about happiness, positivity and learning to be a better human. The original post is located here: http://5amjoel.com/personal-qbr/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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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