Articles by Kyle J Johnson

About the author:

Kyle J Johnson

Revenue operations lead

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.

Grow your revenue with process and software

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.

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How to track your marketing efforts

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.

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Is there "advice" in robo-advice?

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.

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