Tailored Marketing and Sales Reports for Advisors

Tailored Marketing and Sales

Reports for Advisors

With our comprehensive reporting features, we can create and customize dashboards to compare your most important metrics side-by-side.

Understand what marketing efforts work, identify potential gaps in your process, and effortlessly quantify your ROI.

Gleb

Director of Marketing,

Drake & Associates

"Advisor Guide Marketing has done a phenomenal job with helping our company improve our internal processes and procedures, increase our lead count, and optimize our existing marketing funnels"

Lyndsay

Director of Operations,

Retire Smart Omaha

"They did a deep dive on our marketing department along with the processes we had in place and put together a very detailed plan to not only decrease the man hours within our processes, but also improve the overall ROI for bringing in leads"

What industry experts are saying about

ADVISOR GUIDE MARKETING

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Industry-leading Advisor David Brooks shares how the Know Your Numbers platform helps him capture all the metrics that matter to his business - all in one place.

FIND OUT WHY ALL OF THESE GREAT COMPANIES HAVE CHOSEN US AS THEIR SOLUTION

"The Know Your Numbers System is amazing. Now I have data that can tell me why and how I can scale because six months down the road, I have predictable outcomes."

Boost Sales, Improve Client Relationships, and Drive Revenue Growth.

Marketing ROI

How much should you spend on marketing? Determine your optimal marketing budget by analyzing ROI from each channel and projecting expected outcomes. It's the ultimate tool for maximizing marketing channel ROI.

Lead Sources

See what marketing and advertising efforts are generating leads for your business, allowing you to optimize your ad spend and make more informed business decisions.

Closing Percentage

How effectively are your advisors closing deals? Monitor advisor closing rates throughout the entire sales process, or at each individual stage.

Customer Acquisition Cost

Discover the true expense of acquiring a new client. Gain a comprehensive understanding of the costs associated with gaining a new client and enhance your decision-making process with the Know Your Numbers platform.

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