How Are You Scaling Your Business?
I talk to many of the country’s most successful financial advisory firms, and the ability to scale is at the top of their lists. Are you taking the right steps to scale your firm?
What Do Your Clients Really Think About You?
We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...
TCJ Episode 10: Ranking the Top 5 Hottest Leads for Advisors – First Party Data Acquisition
Over the course of the past few weeks, Mike & Greg have ranked their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Their final pick is first party data acquisition. Gathering first party [...]
Change Happens
Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded? Check out John Capuano's quick video below for more.
There is No One-Size-Fits-All Solution When It Comes to Your Digital Marketing Mix
By Craig Foster, Director of Digital Media When working with your marketing partners, are they providing you with a one-size-fits-all solution to your digital marketing? Are they using the same solution with their largest budget client as they are with their smallest budget client? Are they looking at what factors [...]
What’s A Business Without Its People?
Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.
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 [...]
