Indicators of marketing success vary among industries. Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts.
Still, there are certain indicators you can look for to know whether or not your marketing is working.
Watch this 3-minute video to learn about:
- The leading and lagging indicators of marketing success
- Key data points to look at to know if your marketing is working
- Results you should expect to see within 6 to 12 months of starting your marketing
Have questions about your marketing? Schedule a free marketing strategy session and we’ll go over what you’ve been doing so far and how we may be able to help.
Want to cross marketing off your plate this year? We’ll help you grow your business by at least 25% with our Total Marketing Package—our most popular service for independent financial advisors!
If you’d like to learn more about which marketing metrics financial advisors should track, watch this short video here.
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