Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making [...]
We’ve spent the last 10 years mining first-party data exclusively in the financial world. And after hundreds of millions of data points and years of provable results, we can tell you who your next big client will be. Imagine having 1,000 people in your database and knowing the [...]
Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for [...]
We’ve spent years studying first-party data to make it monetizable. After literally millions of emails the verdict is in... and it’s empirical. Thoughtful, authentic, and consistent email nurturing is creating billions in production for some of the most successful firms in America. And it’s cutting their closing time [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list [...]
Do you remember in the early 2000s when these ugly, blocky graphics started showing up in random places, and no one knew what they were? Eventually, we found out that they were called QR Codes, and their purpose was to feed us a lot of information as fast [...]
Trust and ease are the two most important factors in business and in life. You can talk all you want about your process and products, but if your prospects and clients don’t trust you, your financial advisory will face an uphill battle… and if you find yourself saying, [...]
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for [...]
