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 [...]
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 [...]
We've talked to A LOT of advisory firms, and the ones who are still forcing a lengthy closing process are actually seeing a 𝗱𝗲𝗰𝗹𝗶𝗻𝗲 in their closing rates. Many would argue that most prospects don't need a full financial plan before coming on board. Too many charts, numbers, [...]
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 [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Marketing Every Advisor wants more and better leads. Leads are an essential part of our business at Simplicity Lone Beacon, but equally important is providing support that helps our clients CLOSE THEM. Consumer behavior has changed SO MUCH in just the last [...]
Everything around us is getting faster—advertising messages, entertainment, food and goods deliveries, access to infinite information...and OUR CHOICES. We get served 10,000 ad impressions daily, and the average person receives over 120 emails a day...that's a lot! This rapid transformation is reshaping how we consume everything and make [...]
Expanding your business is more than just “investing money in hiring new talent”. It's about understanding why people choose to work with us. Here are the 𝘁𝗼𝗽 𝟭𝟬 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 we look for when bringing in new team members…. 𝟭. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗧𝗿𝗮𝗶𝘁𝘀: To get in our door you must [...]
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured by the ability to generate, evaluate, nurture, and close leads. And for the most part...that means “digital leads”. It’s not unusual [...]
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I can execute. I get it...it’s easy and fun brainstorming new initiatives. But it’s tedious developing the framework to actually execute one [...]
If you're spending all your time focusing on your 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗯𝗿𝗮𝗻𝗱 and very little time building your 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗯𝗿𝗮𝗻𝗱, it's time to shift your focus... In order for someone (say a potential client) to want to take that next step with you, you HAVE to get to know [...]
