On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their relationships with their customers by actively listening. If you’re talking at someone more than truly addressing their wants and needs you may be Telling more than Selling. There is a difference and [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon I’ve been in the sales business for 30 years, and our firm, Simplicity Lone Beacon, has worked exclusively with financial advisors for over 10 years. In those years, I’ve seen some of the best advisors struggle with their sales process. I’ve seen smart, [...]
By Craig Foster, Director of Digital Media. There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of your ads to their success or failure. In other words, data attribution is one of the keys [...]
Financial Advisors: Want to increase your closing ratio? Answer this question... Why “YOU” versus 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻? This might sound daunting to you...but what’s MUCH more daunting is the decision for a prospect to 𝘁𝗿𝘂𝘀𝘁 their life savings with someone. At the end of the day, you need to know [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. People get tens, even hundreds of emails a day. With so many emails flying around our inboxes, it can be hard to think critically about the technical strategy behind a successful email campaign. The truth is that [...]
If you were to ask the CEO of any independent financial advisory what the most important thing is to sustain and grow their business, 9 out 10 will say LEADS. Yet almost none of them are actually the ones calling those leads back... The person assigned to call [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…” A song made famous by The Jungle Book movie says that they’ll come to you, but it’s not always that easy for financial advisors. Sometimes they must bring the [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most important aspects is helping to grow and develop the teams I work with. What I learned in these roles is [...]
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and worst that could happen as a result. And ultimately, how it 𝗺𝗶𝗴𝗵𝘁 make people feel about you...but also, how it 𝗺𝗶𝗴𝗵𝘁 [...]
People are changing the way they buy things; Are you changing the way you sell to them? The fact is, you can close more business by updating your sales process to match today's trends and not necessarily by just spending more money on leads. Two thirds of the [...]
