Brand building, it's not just a catchy title, it true starts with you. Developing a brand is one of the hardest and mos introspecti things any business can do. Among the maelstrom of change and opportunity, those with a stronger and more articulated brand will have a greater chance to [...]
Does your sales process keep you up at night? Many independent advisories don't have organized sales strategies or an infrastructure to properly sustain and grow their business. The reality is that everyone in your organization has to embrace the sales culture. We find that many advisors will stop aggressively pursuing [...]
Having a plan for, and capturing, a larger share of wallet is a great way to grow your business. After the initial close, it becomes much more difficult to recapture the client's missed assets. One of the biggest reasons advisors fail to gain more share of wallet is because they [...]
Did you know that Email is the #2 Online Activity for Baby Boomers and Seniors? It’s simple: Your clients and prospects prefer to communicate via email. To help independent advisors embrace the digital world, Simplicity Lone Beacon Media creates custom emails every week for both Inbound and Outbound marketing campaigns. [...]
Are you prepared to compete for today’s prospects? Retirees look a lot different today than they did even just 30 years ago. People retiring back then had pensions, didn't rely on 401(k)s, thought faxes were high-tech, didn't use cell phones, and the Internet wasn't even a thing yet. The lifestyles [...]
