advisor-blog marketing-metrics-that-matter 
Advisor Websites
FEBRUARY 21, 2023
A financial advisor’s blog can be a powerful tool — learn the metrics you need to optimize to get the most out of it. You know firsthand how important it is to track the success of your content marketing efforts.
WiserAdvisor
APRIL 12, 2024
The role of a financial advisor is indispensable in today’s world. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively. How to determine a good financial advisor-to-client ratio?
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Sara Grillo
JUNE 2, 2022
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. So please subscribe!
eMoney Advisor
MAY 9, 2023
In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. And are you specifically measuring what matters to the client? Set aside assets under management and households served as metrics for a moment. Referrals Per Client: 2.68
Sara Grillo
OCTOBER 16, 2023
The insurance industry has a complex landscape and as we all know there’s alot of smoke and mirrors marketing that happens with agents pushing crap products. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.
eMoney Advisor
MAY 16, 2023
To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. Learn more about what the different generations want from your marketing to ensure that you can create the most impactful social media content.
The Big Picture
JUNE 6, 2023
He started a blog, which eventually became a podcast and a book, and is now a Netflix series. That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. You get a scholarship in high school, you put it in the stock market, and immediately lose half.
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