It is important that you track the success of your current digital marketing initiatives. AdvisorStream’s powerful Reports tool allows you to measure your marketing initiatives by learning what your clients/prospects are clicking, opening and sharing. The reporting tools also help you determine if your clients are engaged and what type of content resonates with them.
Measuring your marketing efforts is vital in creating a calculated strategy. In fact, clients have reported that when they feel engaged by their advisor, they invest and refer 2 times more than those not engaged (Vanguard, 2015).
Below are 5 critical reasons why you need to track your analytics:
1. Analyzing the engagement rate
2. Send your clients and prospects targeted communications
3. Covertly listening to your client’s needs & act accordingly
4. Gain long-term trust and deepen relationships
5. A larger share of wallet
Some industry averages to compare your statistics with:
- 20.97% Open Rate
- 2.43% Click Rate
- 2.73 Views
Download the PDF below to learn how to use all the Reporting functionalities.