Welcome to my video series on how to create a financial advisor marketing plan. In this week’s video I close the series by tying back your marketing metrics to the first element, your growth goal.
Table of Contents
The 7 Elements of a Financial Advisor Marketing Plan
Element #7 – Meaningful Marketing Metrics
In case you prefer to read…
The seventh element in your financial advisor marketing plan
In this video I talk about the seventh and last element of a success financial advisor marketing plan. And that seventh element is:
Meaningful marketing metrics
How do you know if you’re winning along the way? We need to set metrics that tell us whether or not we’re on track for our growth goal or the initial goal that we set at the beginning of the marketing plan.
It’s very important not to overwhelm yourself with data. You need to decide what the key indicators are that you’re going to track so you know that you’re on pace to hit your growth goal.
Make sure you know who is responsible for tracking each of the metrics, how they’ll be reported, and how often. When you look at them regularly along the way, you can make course adjustments that will help you get to or exceed your goal.
Pro marketing tip
If you do not know how to use google analytics to get the data you want, hire a freelancer who specializes in this skill on a platform such as upwork. You’ll save yourself hours and hours of work and have a dashboard to keep you on track.
Special thanks to Daynen Biggs, videographer from Superstition Studios for his work on filming and editing these videos.
Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. Managing her own firm, she grew it from zero to six figures in less than three years, completely from scratch. In 2014 Kristin transitioned full time into training and coaching, where she now helps independent financial advisors to grow their firms.