* 17 YEARS *

At Midstream Marketing, our goal is to get our financial advisors real, tangible results. How do we achieve this? We are constantly looking at the numbers and data reports, analyzing them to see what is working and what is not. We make quick and confident decisions based on these reports, changing our digital marketing plan if need be.

One of the tools that we utilize to analyze the real numbers is called Google Data Studio. It gives you easy access to all the important data sources you need to make fast and easy decisions about your digital marketing strategy. It is simple to use; no code or queries are needed. It transforms your raw data into easy-to-follow reports. And because the reports are so easily shared, it is a great way to get new insights and ideas from different team members.

Google Data Studio is set up so that you can easily connect your Google Analytics, Google Adwords, and Google BigQuery accounts. You can add Google Analytics to your Data Studio dashboard to track and analyze the performance of your website and mobile apps. When you connect your Google Adwords account to Data Studio, this allows you to see the performance of your digital marketing. Adding your Google BigQuery account will help you see analyze the data from your big data warehouse or visualize your key business metrics.

Google Data Studio has several other additional features, including the capacity to connect to your Youtube account or your Google sheets account. Data Studio was created to help financial firms like yours transform their marketing strategies. Through the dashboarding feature, it displays your data in an organized and meaningful way. You will quickly be able to see what you need to do more of or what you need to stop doing. Overall, it will help you make quicker and better business decisions. This will result in generating more traffic to your website and more prospects for your financial firm. If you are never looking at the actual raw data, your financial firms could be pursuing a bad digital marketing strategy, and it could take months to discover this.

If you would like data studio for your website, we will set it up for you for at no charge. Sign up here to schedule an appointment.

Rosemary Wendt Administrator
Christopher P. Wendt is president of Midstream Marketing, a digital agency that generates predictable leads for independent financial advisory firms. Over the last 10 years, he’s spent hundreds of hours applying the LeadGen Formula™, a proven method helping financial advisors generate more leads. You can reach him at cwendt@wendt.enterprises.

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