Marketing Masterclass

The 5 Levers of Client Growth and KPIs that Signal Your Efforts Are Working


This session of the Marketing Masterclass will cover:

  • How to tell if your marketing activities are worth it
  • Core marketing metrics that signal growth
  • 5 levers you can pull to boost your numbers and example actions for each
  • Steps every firm needs to take before expecting growth in today's digital landscape
  • Open mic coaching and Q&A for live attendees!

Meet The Co-Hosts

Meg Carpenter
Meg Carpenter
CEO @ FiComm
Carolyn Dalle-Molle
Carolyn Dalle-Molle
VP, Advisor Growth Marketing @ FiComm

Watch the Replay

This event was hosted LIVE on December 13th, 2023.

Missed out? Submit the form for on-demand access to the recording now!