TCJ Episode 6: Ranking the Top 5 Hottest Leads for Advisors – Referrals

Over the course of the coming weeks, Mike & Greg will be ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. When it comes to referral prospects, there's really no hotter lead for an [...]

2022-12-20T21:56:08+00:00February 18, 2022|Email Marketing, Lead Generation, TCJ, Videos, Vlogs|

TCJ: The Customer Journey – Episode 2 – Database Gold Mining

https://youtu.be/TmTuZPQiSrE Just about anyone can click the send button and get an email out to their database. But is it thoughtful, original, and engaging content? Is every behavior along the customer journey being tracked and scored in real-time? Watch Simplicity Lone Beacon’s newest TCJ (The Customer Journey) episode as Greg [...]

  • Act-On Marketing Automation Software

Simplicity Lone Beacon Partners with Act-On

Simplicity Lone Beacon Partners with Marketing Automation Software Company Act-On Software Powers Customized Digital Marketing Services for Independent Financial Advisors Simplicity Lone Beacon, a custom marketing and practice management company specializing in digital marketing, broadcasting, and database lead capture programs for the independent financial advisor, [...]

Go to Top