About the author:
Kyle provides revenue and sales analysis for all Advicent go-to-market teams. These analytics optimize Advicent pipeline forecasting, marketing strategies, and leveraged media channels to improve efficiency of sales operations. Kyle is interested in combining his three passions: tech, data analytics, and marketing, to drive success.
Knowing the buyer is critical to the success of your business because the business can make effective decisions based upon the ultimate boss: the customer.
Simplifying a complex system like the economy provides great value in understanding it.
In many technology companies, sales teams are no longer handling the relationship with a client after the sale.
What do penicillin, erasable computer memory, and financial planning workflows have in common? Major use cases for each of these inventions were discovered as a side effect of the original intention of the invention.
When looking at a bank or wealth management firm’s corporate structure, financial advising is classified as a sales function under the corporate organization chart. Managers of financial advisors are accountable for generating revenue in the most efficient way possible.
Whether you define success as additional product sales or a higher percentage of potential clients granting you assets to manage, tracking is the first step in understanding the ROI of our tools.
There are many ways to keep an eye on your marketing efforts. Some of the most common means of tracking those efforts are wrapped in a high-level attribution system that consists of a Google Analytics code, goals, and UTM parameters.
As the dust has settled on the role of robo-advice, the use of the term “advice” is often a misnomer. In its current iteration, robo-advice is doing anything but providing advice.
Presentation Module, a feature in NaviPlan®, brings firms process benefits that result in business growth, even during changes to the advisor workforce.
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