Analytics & tracking
Google Analytics 4, conversion tracking and simple reporting for RIAs and wealth managers, so you can see which channels bring enquiries and where next year’s budget should go.
Ask most firms where their last ten clients came from and the answer is a guess. Analytics is often missing, out of date, or counting page views instead of enquiries.
A clean tracking setup shows which searches, pages and campaigns bring discovery calls, and which do not, so budget decisions rest on evidence rather than habit.
What's included
A correctly configured Google Analytics 4 property, with internal and spam traffic filtered out.
Form submissions, calls, bookings and key button clicks tracked as events and key events.
Google Search Console and Bing Webmaster Tools connected, so you see the searches that bring visitors.
UTM conventions and form fields that pass each enquiry’s source into your CRM, so you can follow it through to a signed client.
The few numbers that matter, such as enquiries, cost per enquiry, top pages and channels, updated automatically.
Tracking that keeps personal information out of analytics and fits your privacy policy.
Often, yes. Many advisor sites have GA4 installed but do not track forms, calls or bookings, so reports show traffic but not enquiries. I audit what is there and fix the gaps.
Usually. Most CRMs can store a lead source field. I set up the website side so the source is captured, and show your team how to record it.
Most setups take one to two weeks, including testing every form and booking path.
Book a 30-minute call and we’ll review what your analytics can and can’t tell you today.