Do you want to have a better handle on your financial advisory's client and prospect engagement? Tracking and analyzing these metrics is critical to making the most of your campaigns. On this week's episode of The Customer Journey, Mike and Greg discuss tracking client and prospect engagement. [...]
Our world is changing FAST, and it seems like a full-time job just trying to keep up with it. The good news is, we’ve gathered the 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗳𝗼𝗿 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗶𝗻 𝟮𝟬𝟮𝟰 But know that the key to success lies in having the [...]
Finding innovative avenues for growth is paramount. One often overlooked goldmine is right at your fingertips - your existing customers. Our latest video delves into the transformative concept of viewing customers not just as patrons but as integral partners in your prospecting journey. Your customers are more than [...]
What does traditional media mean to you? I googled the phrase "traditional media," and the answer it gave was... TV, radio, newspaper, cold calling, and fliers. All of these things seemed outdated to me because, on average, people spend about 2.5 hours a day watching TV, we average [...]
As a financial advisor, it's critical that you understand branding and brand differentiators. Making them work for you can be the difference between an effective and ineffectual growth strategy. On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their branding techniques. [...]
Consistency is everything in business and in life. People aren’t fans of surprises when it comes to most things. If you can consistently do something great, you’re going to be valuable to someone. At the end of the day, we’re all in the business of consistency. The people [...]
We’re in the sales and marketing business, but we really see ourselves, and our clients, as being in the manufacturing business. At the end of the day, we need to make what we do repeatable and scalable. We at Simplicity Lone Beacon have about 500 separate actions to [...]
I started my career in the late 80s, and I heard the same thing that everyone hears today... "Your generation doesn’t work as hard as ours did”. I didn’t buy it then and 𝗜 𝗱𝗼𝗻’𝘁 𝗯𝘂𝘆 𝗶𝘁 𝗻𝗼𝘄. But, unprecedented changes are happening. And, whether you’re first entering [...]
We've worked with some of the highest-producing financial advisory firms in America, and the lessons we've learned about the path to success could be applied to any business and to life. Here's what we call...the Magnificent 7 Traits of the Uber-Successful Firms. Be honest. Be honest about your [...]
On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their relationships with their customers by actively listening. If you’re talking at someone more than truly addressing their wants and needs you may be Telling more than Selling. There is a difference and [...]
