Craft on Tap, Now Serving Growth Marketing for RIAs
Craft on Tap, Now Serving Growth Marketing for RIAs
Podcast Description
Funny marketing advice for financial advisors from Craft Impact CEO Stephen Beach & Marketing Strategist Faustin Weber (two dads!). We share practical methods helping RIAs find clients & build their practice. Learn specific ways to attract good-fit clients online, get answers to common marketing questions, & discover what's working now. Expect clear tips, a down-to-earth perspective, and laughs. Focus on clients, not confusing tactics. Subscribe for weekly RIA marketing know-how! Learn more: craftimpact.com #CraftImpact #Marketing #RIAs
Podcast Insights
Content Themes
Focuses on practical marketing methods for Registered Investment Advisors (RIAs), with episodes covering topics like setting effective marketing KPIs, the ROI of podcasting for advisors, and understanding marketing ROI timelines, offering actionable insights like aligning KPIs with growth goals and maximizing content reach.
Funny marketing advice for financial advisors from Craft Impact CEO Stephen Beach & Marketing Strategist Faustin Weber (two dads!). We share practical methods helping RIAs find clients & build their practice. Learn specific ways to attract good-fit clients online, get answers to common marketing questions, & discover what’s working now. Expect clear tips, a down-to-earth perspective, and laughs. Focus on clients, not confusing tactics. Subscribe for weekly RIA marketing know-how! Learn more: craftimpact.com #CraftImpact #Marketing #RIAs
How do you know if your marketing is actually working?
Stephen Beach and Faustin Weber dive into the often-confusing world of marketing KPIs for financial advisory firms, breaking down how to measure what actually matters.
We unpack:
- Why random marketing metrics without business context are meaningless
- How to align your KPIs with your firm's overall growth goals
- The difference between vanity metrics and meaningful measurements
- Real examples of KPIs our most successful clients track
⏱️ Timestamps:
- (0:00) Welcome & the KPI challenge
- (2:42) Starting with your firm's overall goals
- (3:30) Conducting a channel audit before setting metrics
- (5:15) Identifying quick-win opportunities
- (8:20) Determining meaningful KPIs & measuring
- (10:05) Example of social media growth & other KPIs
- (11:53) Omni-channel approach
- (13:16) Final thoughts on marketing measurement
Whether you're establishing metrics for the first time or refining your existing KPIs, this episode offers practical frameworks for measuring what matters in your financial advisory firm's marketing efforts.
#FinancialAdvisors #MarketingMetrics #KPIs #RIAMarketing
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