I have been working with financial advisers for nearly 30 years and over that time the topic of profitability both at the firm level and the client level has been discussed with increasing regularity.

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Uncertain times make it hard to plan for the future. And few of us have lived through times as uncertain as these. Between the COVID-19 pandemic, social unrest and economic volatility, it’s no wonder ...

Tracking client information is important since it becomes the basis of the marketing plan. Unfortunately, many firms don’t monitor the source of their new business and miss out on marketing ...

Before call tracking and digital marketing tools were commonplace, businesses relied on customers to track ad effectiveness. When the phone rang, they’d ask, “How did you hear about us?” and hope the ...