January 15, 2024
As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this entry, I’m going to explore the significance of marketing for financial advisors and dig into the essential KPIs that can help you refine your strategies, boost your client base, and ultimately, make the eight-figure exit possible.