Welcome back to another episode of The Customer Journey!
In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time on marketing. Why? They’re getting bad advice! An outside vendor might dangle a shiny object in front of you that looks amazing, but isn’t based on your needs, leading you to waste time trying to do bad marketing. But don’t throw the baby out with the bath water! Simplicity Lone Beacon could be the answer to your marketing troubles!