Join Simplicity Lone Beacon Co-Founder, John Capuano and Senior Director of Email Marketing, Automation & Content, Marcus Roth, as they dive into the value of first-party data in the financial services industry and how it can revolutionize your marketing efforts.
In this episode, you’ll unlock:
- What first party-data is and why it’s crucial for your advisory business.
- How first-party data can be used to automate your marketing efforts, keeping your firm top-of-mind and driving consistent engagement with prospects.
- The number one lesson for financial advisors on utilizing first-party data.
And much more!
00:00 – Introduction to First Party Data
02:55 – Acquiring First Party Data
05:26 – The Value
09:50 – Utilizing First Party Data
15:23 – Lead Scoring and Engagement Insights
Connect with John Capuano:
Connect with Marcus Roth:
CONFIDENTIALITY NOTICE: The information contained in this video is produced by Simplicity Lone Beacon. and is proprietary and protected by copyright law. This video is intended only for the use of the individual or entity named above. Any unauthorized reproduction, distribution, or sharing of this video, in whole or in part, is strictly prohibited without the prior written consent of Simplicity Lone Beacon.
For Agent Distribution Only – Not for Public
