In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. Cold calls, country club memberships, Chamber of Commerce networking, and referrals (from clients or centers of influence) were staples for growth, and determining how successful those sales-centric efforts were was rather straightforward. Over the years, though,Read More... The post KPIs To Track Your Advisor Marketing And Figure Out What’s Actually Working (Or Not) first appeared on Kitces.com.

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