Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend

When it comes to measuring your marketing return on your investment (ROI), ask yourself: is what you’re doing worth the time and money you’re spending on it? How do you know? In this episode, host Matt Seitz, Chief Marketing Officer at C2P, sits down with Cary Chaitoff, Vice President of Marketing at C2P, to break down the true meaning of ROI for financial advisors. They discuss how to measure marketing success beyond just ad spending, the importance of establishing internal processes before spending anything on new leads, and how different marketing tactics impact client acquisition. Whether you're looking to optimize your current strategies or are just getting started with marketing, tune in to learn how to build a more efficient, results-driven marketing plan that drives growth. 

Resources: 

• Marketing & Automation Platforms: FMG Suite, Broadridge, Snappy Kraken 
• Website Analytics & Tracking: Google Analytics 
• Advisor Webinar and Seminar Providers: American Financial Education Alliance (AFEA), White Glove 

 

Statistics: 

• 65% of financial advisors lack a formal lead nurturing strategy 
• Advisors who track both lead source and booking source see a higher marketing ROI by optimizing conversion paths. 
• High-net-worth clients are more likely to engage via educational webinars and targeted digital content rather than cold outreach.