Setting the right marketing KPIs for your advisory firm

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Craft on Tap, Growth Marketing for RIAs

Craft Impact

21 episodes

3 days ago

Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact

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Setting the right marketing KPIs for your advisory firm | Ep 3

Craft on Tap, Growth Marketing for RIAs

14 minutes 25 seconds

6 months ago

Setting the right marketing KPIs for your advisory firm | Ep 3

How do you know if your marketing is actually working?

Stephen Beach and Faustin Weber dive into the often-confusing world of marketing KPIs for financial advisory firms, breaking down how to measure what actually matters.

We unpack:

Why random marketing metrics without business context are meaningless
How to align your KPIs with your firm's overall growth goals
The difference between vanity metrics and meaningful measurements
Real examples of KPIs our most successful clients track

⏱️ Timestamps:

(0:00) Welcome & the KPI challenge
(2:42) Starting with your firm's overall goals
(3:30) Conducting a channel audit before setting metrics
(5:15) Identifying quick-win opportunities
(8:20) Determining meaningful KPIs & measuring
(10:05) Example of social media growth & other KPIs
(11:53) Omni-channel approach
(13:16) Final thoughts on marketing measurement

Whether you're establishing metrics for the first time or refining your existing KPIs, this episode offers practical frameworks for measuring what matters in your financial advisory firm's marketing efforts.

#FinancialAdvisors #MarketingMetrics #KPIs #RIAMarketing