We’re so proud to be entering YEAR-10 in Business! We’ve gone from interlopers in the financial space to true thought leaders. Today, we work with the biggest advisories and institutions in America, generate BILLIONS of dollars worth of leads, help guide our clients run more efficient and scalable [...]
In the financial industry the ONLY thing you have that is unique is YOU. Are you using it to close business? Is it irrefutable? Does everyone in your organization know it by heart? Can it really help you build foundational revenue? If not... it’s time to invest in [...]
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By Mike Schaffman, VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making [...]
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]
Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com The financial industry is very much in-tune with the correlations that exist between the stock market and [...]
