It’s impossible to scale your business without understanding the concept of scaling yourself. This concept is true for your staff as well. You scale yourself by delegating tasks, big and small, to others around you. This is counterintuitive for most people because they now have to hand off the [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that financial advisors treat the task like they’re being forced to eat their vegetables or take out the trash. On more than [...]
This is the time of year when our corporate initiatives get real. There are lots of things that make some organizations better at achieving them than others... but here are three for you to consider today... 1) Start less and finish more... have the discipline to NOT chase [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Our digital world is continuing to evolve all around us, and while technology has certainly made things easier, it has also made everything more complex. When we think about the customer journey and all its different stages, our [...]
When we first began our digital media department we had success from the start. We were able to get 100 leads, fast... and for about $20 per lead. But our clients would get bummed out because only a few of them would book appointments. We felt bad at [...]
Businesses that know how to successfully aggregate their own #data, and the data from the world around them, have a BIG advantage over their competitors. But why is it overlooked? Here are a few reasons: It’s misunderstood, it’s time consuming, and it seems inaccessible for businesses large and [...]
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, [...]
This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as limited. However, it doesn’t have to.
Originally appeared in WealthManagement.com One email. One topic Imagine you’re walking down a quaint, city street and you hear music from buskers around the corner. Maybe you heard one musician playing a tune or melody, or a few in harmony as a band, working together in concert to delight their wandering [...]
Source: Freepik.com. Image by rawpixel.com on Freepik. By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent survey performed by Broadridge analyzing advisory data from 2021 to 2022, the average per-prospect cost of winning new business rose by 3.3%, while the number [...]
