By Marcus Roth, Senior Director of Data Automation, Email, and Content Marketing isn’t magic. It's a system. And like any well-functioning system, it works best when the core components are solid and consistent. The most effective marketing begins with strong business fundamentals—specifically, making sure the systems that support client [...]
Download Our Survey Results Report By John Capuano, Co-Founder of Simplicity Lone Beacon, and Marcus Roth, Senior Director of Data Automation, Email, and Content Consumer attitudes toward money and investing are more relevant than ever to the world of financial planning. We’ve mined and analyzed these trends for [...]
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and worst that could happen as a result. And ultimately, how it 𝗺𝗶𝗴𝗵𝘁 make people feel about you...but also, how it 𝗺𝗶𝗴𝗵𝘁 [...]
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured by the ability to generate, evaluate, nurture, and close leads. And for the most part...that means “digital leads”. It’s not unusual [...]
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I can execute. I get it...it’s easy and fun brainstorming new initiatives. But it’s tedious developing the framework to actually execute one [...]
