HubSpot and Google Analytics 4 can be a great team. Both play a role in your marketing. But, they must be configured to play well together.

There are 9 personas of high net worth investors. Any financial advisor works very well with 2-3 personas. They also work horribly with 2-3 personas. Take this 10-minute self-assessment discover your ideal client persona.

Communication matters. Identifying style and frequency is critical to client satisfaction. We conducted a survey of high-income investors – folks with a family income of $175,000 or higher. This report details the communication preferences of these investors.

Forty percent of investors say it’s not important for their financial advisor to be local. Another 29% say it’s only somewhat important. Are you overlooking potential clients because they’re not in your local geography?

Your website is either a part of your revenue equation, or just a work of art. Doesn’t matter if you’re B2B or B2C. If your website isn’t generating leads that lead to sales, you need to change. Download this report to see if one of the 8 Obstacles to profitability is holding you back.

How good is good? That’s a tough question. But here are some guidelines based on industry averages. We’ve compiled some data on Facebook ads and Google Search ads. How do you measure in your industry? Download this report and find out.

Don’t make a mess of your SEO when you switch to HTTPS. Don’t watch your website traffic drop when you can avoid it. Use this checklist to guide your transition and enjoy uninterrupted traffic. As you probably guessed, it is always cheaper to map out the transition path before the fact, than to try to […]

What’s your customer’s journey? Are your sales strategies aligned with how your customers research purchasing decisions? Research shows that buyers and sellers are misaligned. Discover insights from over 500 global companies.

Do you want to have high engagement on your marketing emails? Get our own internal email QA checklist that consistently delivers average open rates of 43% and average click rates of 10% Use proven methods to increase your email engagement in this report.