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. [...]
Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg will talk about how important post-event email nurturing is for advisors in capturing the leads generated from their events. This foundational element of a marketing strategy is a tool financial advisors must use [...]
We're back with another episode of The Customer Journey! In this episode, Greg and Mike discuss event marketing for financial advisors, specifically the comparison and realities of using direct mail and digital ads. Events are a staple in the financial world and are the one thing that the [...]
In this week's episode of The Customer Journey, Mike and Greg will talk about the importance timing has when it comes to turning a prospect into a client. The biggest decision a pre-retiree can make is what financial advisor they're going to trust with the nest-egg that they've [...]
