Are you serving as the Chief Marketing Officer of your RIA? If you have a "leak" in your funnel, you could be spinning your wheels, missing opportunities, and gaining little traction. Use our free template to map your funnel and get a clear picture of your strategy.
Mapping your funnel is the first step towards developing an effective marketing strategy and a valuable tool for evaluating the health of an existing strategy.
Are you serving as the Chief Marketing Officer of your RIA? If you have a "leak" in your funnel, you could be spinning your wheels, missing opportunities, and gaining little traction. Use our free template to map your funnel and get a clear picture of your strategy. Our template includes:
Mapping your funnel is the first step towards developing an effective marketing strategy and a useful tool for evaluating the health of an existing strategy.