4 Types of Data That Will Change The Way You Use Your CRM
CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…
Become a Marketing Data Expert in Four Easy Steps
Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…
What Marketing Data Should I Analyze on a Regular Basis?
There's the creative side of marketing, such as developing content or designing your website, and then there's the analytical side, which focuses on reviewing data. Both are equally critical to achieving marketing success. In this week's marketing tip video, we talk about the types of marketing…
The Difference Between Global and Actionable Data and What Advisors Can Do With Them
For the analytically-minded advisor, one of the most exciting parts of marketing can be the data. While marketing requires creativity, it also requires in-depth analysis and a mind for numbers. You can't push out content, emails, or social media posts and expect to hit a home run every time. That's…