https://www.youtube.com/watch?v=NO44Glg5tPM Consistency is key, but so is balance. One of the simplest ways advisors can improve the client experience is by creating a touchpoint calendar. Marcus Roth explains why mapping out when prospects and clients hear from you—whether it’s an email, an SMS, or a phone call—can make all the [...]
https://www.youtube.com/watch?v=KGFTn-4OYzI The best way to strengthen your marketing is by stepping into your prospect’s shoes. Marcus Roth’s top piece of advice for advisors is to see every step of the journey through the eyes of pre-retirees and retirees. It’s not only about understanding their financial goals, but also about noticing [...]
https://www.youtube.com/watch?v=o1GZ9O-ykzU Advisors often make the mistake of writing emails they’d enjoy reading themselves, which tends to be dense, detailed and filled with technical analysis. But prospects aren’t looking for a dissertation; they’re looking for simple, digestible content that shows you know what you’re doing without overwhelming them. Here’s the kicker: [...]
https://www.youtube.com/watch?v=0_LdwZptKak You can’t rush results—and you can’t control when a prospect is ready to move forward. This clip focuses on the importance of understanding that you’re always on your prospect’s timeline, not yours. By learning what matters most to them, how they make decisions, and where they are in their [...]
https://www.youtube.com/watch?v=va_l8Cq5F-k The Great Wealth Transfer isn’t on the horizon—it’s already happening. Trillions of dollars held by the Baby Boomer generation are beginning to pass into the hands of their heirs. And here’s the hard truth: if you’re not building relationships with your clients’ children today, you may not have a [...]
https://www.youtube.com/watch?v=Lx-xBZUKMA0 Clients sometimes worry that working with one advisor for everything means putting all their eggs in one basket. But with a Simplicity advisor, that couldn’t be further from the truth. In reality, a one-stop-shop approach gives clients access to a wide array of strategies, tools, and solutions—from income planning [...]
https://www.youtube.com/watch?v=mYHPVTuH0Is First impressions don’t just open doors, they plant seeds. And in the financial advisory world, the real harvest often comes years later. A kind word, a thoughtful question, or a confident strategy shared in that very first meeting can be the moment someone decides: “This is the person I’ll [...]
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. Digital lead generation has been largely misunderstood by much of the financial community and it’s costed us. We at Simplicity Lone Beacon have been innovators in this space and have demystified digital marketing, and have been able to [...]
https://www.youtube.com/watch?v=dScoYpb2AOo Over $100 trillion is set to change hands in the coming years. That’s not just numbers on a balance sheet—it’s family stories, dreams, and decades of hard work being passed down. Inheritance isn’t just a financial event. It’s emotional, it’s complicated. And it’s already on your clients’ minds. [...]
https://www.youtube.com/watch?v=QafyZ8ohMlE When you hear 'data,' you probably picture spreadsheets, algorithms, and cold, clinical numbers. But in the world of financial advising and sales, data isn’t sterile—it’s deeply human. Used the right way, it becomes a powerful tool to personalize every conversation, every email, every touchpoint with your prospects and clients. [...]
