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May 5, 2025 14 mins

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

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