Know Your Numbers: Pipeline Tracking for Advisors
Description
Transform your marketing-to-sales pipeline with proven tracking strategies that drive real results. Join host Matt Seitz, Chief Marketing Officer at C2P as he interviews Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P, to reveal the core metrics commonly monitored by successful financial advisors. Discover the critical difference between lead source and booking source tracking, learn how to identify and fix pipeline leaks, and explore the game-changing "qualified not interested" category that's helping advisors nurture prospects more effectively. From attribution modeling to emotional selling techniques, listen in to learn how to optimize your conversion rates and maximize ROI on your marketing investments.
Resources:
- Framework referenced: EOS (Entrepreneur Operating System)
- Process referenced: The Bucket Plan® (Discover, Design, Deliver, Dedicated)
- AI tool referenced: ChatGPT
- CRM platform referenced: HubSpot, Smart Office
- Software referenced: Bloom Growth
- C2P Podcast episode: Maximizing Marketing ROI: How Financial Advisors Can Make the Most of Their Marketing Spend
Statistics:
- Average of 3-5 webinars attended before prospects book initial consultations (referenced from Kitces Marketing Summit 2025)
United States
