Marketing Metrics for Financial Advisors: What You Should be Measuring and Why

Creating a successful marketing plan for your firm requires a significant investment of both time and money. But if you’re making that big of an investment in your marketing, how can you be sure you’re getting a good return? 

Marketing analytics can be an effective way to measure the success of your campaigns, but the amount of raw data you need to parse can be overwhelming. How can you know which metrics you should be focusing on? 

Learn how you can cut through the clutter and better focus your marketing efforts by watching our on-demand webinar “Marketing Metrics for Financial Advisors: What You Should be Measuring and Why.” Hosted by Carson’s Mary Kate Gulick, Senior Vice President, Advisor Marketing, and Samantha Allen, Vice President, Digital Marketing, this webinar covers: 

• Why every advisor should be measuring their marketing efforts 
• Which key performance indicators and metrics actually matter 
• How to use industry benchmarks to assess performance and establish your own business benchmarks 
• Building a metric/performance-driven marketing strategy 
• And more!

Watch this webinar now by filling out the form!