Trending
Just as market strategies change in an economic downturn, so should your strategy for attracting prospective clients. And don’t forget about making your current clients happy enough to refer you.
Idea Decanter talked to marketing strategist Zoe Meggert, founder of Perfectly Planned Content, about the best KPIs for 2023. Here’s more on what type of content you need to be producing and why you should adjust your success markers when the market trends are down.
Cheat Sheet
Questions Answered:
- 3:30 – Shifting KPIs for your business based on the economy
- 4:30 – Two categories your KPIs should revolve around
- 6:30 – Why nurturing current clients is key to growth … especially right now
- 7:40 – Ways to stay in front of current clients
- 9:30 – Strategy, strategy, strategy – Don’t fly blind
- 10:25 – How to track KPIs for your marketing videos
- 13:10 – Break through the overwhelm and start with pillar content
- 26:00 – Spotting opportunities for growth in a down market
- 27:30 – Tracking happiness?! How one advisor used this outside-the-box KPI to track success in his business
Related: Marketing Financial Advice for the LGBTQ+ Community