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: [...]
By Graeme Mills, Team Lead - Copywriter for Simplicity Lone Beacon. In today’s digital-first world, the content your advisory firm puts out is your brand. Whether it’s a blog post, email campaign, ad, video or one-pager, every piece of content is a chance to build trust, demonstrate value and create [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. When it comes to choosing a financial advisor, trust isn’t built overnight. It’s built gradually over time, through repeated interactions. You’re not selling a candy bar; you’re being asked to safeguard someone’s life savings. That’s why the advisory sales cycle is [...]
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=-QMJG5QJN6E The strongest prospects often show their interest before they ever say a word—you just need to know what to look for. This clip breaks down digital and in-person buying signals that can guide your next move. Online, it might be clicking on emails, visiting your website, or downloading a [...]
https://www.youtube.com/watch?v=M_2R28xfL28 Relying on just one way to reach prospects is like putting all your investments in a single stock—risky. This clip dives into why financial advisors should diversify their marketing channels. From email and social media to search ads, retargeting, and in-person touchpoints, each channel plays a role in building [...]
https://www.youtube.com/watch?v=htBEVU-JNk0 Prospects often reveal their interest long before they ever speak to you—and the proof is in their digital behavior. This clip focuses on the digital evidence that someone is considering becoming a client. Actions like downloading a guide from your email or website, revisiting key service pages, clicking on [...]
https://www.youtube.com/watch?v=qIn7-ViK7t4 Not all prospects raise their hand when they’re ready to work with you—but they do leave clues. In this video, we break down the digital and in-person buying signals every financial advisor should be watching for. From clicking on emails, visiting your website, engaging with social media, or downloading [...]
