Four Key Metrics to Double Your Business


Four Key Metrics to Double Your Business

Marketing often feels like guesswork, which is hugely frustrating because it is not cheap or inconsequential to your business strategy. If anything, the ability to attract more traffic, capture more leads, convert more sales, and retain more clients is one of the most critical investments any advisory firm makes.

Rather than throwing money into a marketing budget and hoping for the best, let’s apply a user-friendly formula to your efforts so you can understand what is working, quickly identify what isn’t, and easily track your performance trend in four simple monthly metrics.

Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.


Learning Objectives:

  • List the four area that can impact business growth
  • Calculate revenue projections based on marketing metrics funnel
  • Identify the under-performing business development areas


About the Instructor:

Brooke NormanMeet Brooke Norman, EPI Vice President of Marketing for Exit Planning Institute and Snider Premier Growth companies plus a frequent speaker at industry events. For the past 10 years, Brooke has developed and led new growth strategies for middle market businesses in a variety of competitive industries, achieving accolades for outstanding achievement while creating top-line business results.

Ms. Norman is a top-rated speaker, writer, and educator. She leads many marketing workshops at the University of Chicago Booth School of Business and other universities nationwide, to equip owners and advisors to develop marketing strategies that produce real results. Norman is one of the few marketing professionals in the industry to measure her success on one major indicator: revenue.

Email Brooke Connect with Brooke


You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what? As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help. Visit for advanced workshops for advisors.


The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.