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Tips to Effectively Evaluate Your Marketing Efforts

As a financial advisor, it's crucial to evaluate your marketing efforts year-round, especially as the end of the year approaches. The year-end is the perfect time to analyze your marketing strategies,... ...more

Digital Marketing ,Client Relations ROI &Financial Practice

November 01, 2023•2 min read

The Importance of Marketing Funnels, Closing Numbers, and ROI

As a financial advisor, you are constantly looking for ways to improve your business. Whether seeking new clients or retaining existing ones, it is important to understand the marketing funnel, closin... ...more

Digital Marketing ,Client Relations Seminars & Webinars ROI &Financial Practice

October 04, 2023•3 min read

ROI: The Good & The Bad

Returns on investment are one of the most critical aspects of business to master. Many advisors might need help with calculating it and knowing what that means for them. Without knowing how to interpr... ...more

ROI

June 28, 2023•2 min read

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