How much would you charge your #1 competitor for your last 50 unclosed leads...that you paid for? Now if you were coaching someone who just paid a bunch of money for prospects, what sales advice would you give them? And would you take your own advice? Weโve worked [...]
Not every prospect is the same. As a financial advisor, you must know how to identify the different kinds of prospects so you can adjust your processes/conversations to give them the best experience. In the most recent episode of The Customer Journey, Greg and Mike will identify [...]
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, weโve gathered the ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐ง๐ต๐ถ๐ป๐ด๐ ๐๐ผ ๐ช๐ฎ๐๐ฐ๐ต ๐ณ๐ผ๐ฟ ๐ถ๐ป ๐ฆ๐ฎ๐น๐ฒ๐ ๐ฎ๐ป๐ฑ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ด ๐ถ๐ป ๐ฎ๐ฌ๐ฎ๐ฐ 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 All of these things seemed outdated to me because, on average, people spend about 2.5 hours a day watching TV, we average [...]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 arenโt fans of surprises when it comes to most things. If you can consistently do something great, youโre going to be valuable to someone. At the end of the day, weโre all in the business of consistency. The people [...]
Weโre 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 doesnโt work as hard as ours didโ. I didnโt buy it then and ๐ ๐ฑ๐ผ๐ปโ๐ ๐ฏ๐๐ ๐ถ๐ ๐ป๐ผ๐. But, unprecedented changes are happening. And, whether youโre first entering [...]
