Financial advisor marketing strategy Archives

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 [...]

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 [...]