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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Why Your Firm Should Be Tracking This Key Metric

If your firm is like most RIAs, you likely keep a close eye on your lead-prospect-client pipeline, and you probably know exactly how many of your prospects agree to become firm clients. But the number of prospects who agree to become clients is not the same as the number who actually sign the paperwork—and by overlooking the prospects who slip through the cracks, you may be missing out on business. This article from RIA Intel explains.

[Read The Article]

 

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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