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 [...]
https://www.youtube.com/watch?v=3F0Pevp7-xg Welcome to episode 33 of The Customer Journey! In this episode, Mike and Greg talk about how consumer behavior is changing in 2025 and why it's so important for financial advisors to have their content strategy at the front of their minds. The world of search is rapidly changing [...]
https://youtu.be/i8H4JR3ZTXs Welcome to episode 32 of The Customer Journey! In this episode, Mike and Greg talk about how educating your prospects is essential in giving them a positive experience with your brand, ultimately keeping them engaged along the journey to becoming your clients. In our experience, when prospects are more [...]
https://youtu.be/GwDMhqnCUZk When a prospect is vetting advisors, odds are you're 1 of 3 they're looking at. By utilizing email automation, you can help make sure you're in front of your prospects more than your competitors are, giving you and your firm the upper hand. If you want to know the [...]
https://youtu.be/gJ-wxmFTEkM A fully integrated, sophisticated email automation system is so crucial for financial advisors to have. In fact, advisors who utilize our system close leads 60% faster than advisors who don't. If you want to know the marketing insights that make financial advisories successful, learn how Simplicity Lone Beacon can [...]
https://youtu.be/G6aQggOlHy4 Welcome to episode 31 of The Customer Journey! Investing in the experience for your clients and potential clients might seem frivolous, but it's a sure fire way to make your brand memorable and set your firm apart from your competitors. In today's episode, Mike and Greg will be talking [...]
https://youtu.be/NzNgbs6W4Ew Welcome back to another episode of The Customer Journey! In this episode, Greg and Mike will talk about the importance of data analytics for financial advisors. Reaching the right people, at the right time, and in the right ways is critical in helping advisors fully optimize their sales infrastructure. [...]
