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 [...]
https://www.youtube.com/watch?v=pf8x4E11Tzg In the same way financial advisors preach the importance of portfolio diversification to weather market volatility, the smartest advisors are also diversifying their marketing strategies to ensure consistent growth—no matter the market season. This video explores the value of marketing diversification for financial advisors. While live events and seminars [...]
https://www.youtube.com/watch?v=N_PKDN9iBag Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object in front of you that [...]
https://youtu.be/hWU0wAl8XwM How can you tell if you're getting bad marketing advice? Is it an actionable marketing effort that will lead to results? Or is it just a shiny object? Financial advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object [...]
https://youtu.be/8oa4qO52_Tc Greg Dinetz, Partner at Simplicity Lone Beacon, and Mike Schaffman, VP of Sales and Marketing at Simplicity Lone Beacon discuss today's referral marketing culture. Believe it or not, today, digital marketing plays a huge role in the culture of referral marketing, and social media is a big part of [...]
https://youtu.be/N_PKDN9iBag Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object in front of you that [...]
https://youtu.be/cKhO-XidZ3s Welcome back to another episode of The Customer Journey! In the last episode, Greg and Mike talked about how the customer journey online is changing and what that means for financial advisor's content strategy... but another part of that change has to do with referrals and how they [...]
