Revenue Metrics to Supercharge Your Marketing Initiatives

Unless you are under a rock, marketing efforts are all the rage in the RIA space.

What is the best way to determine the success of your dollars spent on marketing?

We bring expert Molly Pierce of Track that Advisor, where we will discuss:

• Metrics that she uses for all of her clients to determine the best rate of return for marketing efforts
• How to calculate the metrics
• What ignoring these metrics does to your business
• Expected returns on marketing investments (past performance does not guarantee future results! )

You would certainly not invest your client’s money without following up on the growth… apply this same metric to your firm’s marketing investment!