Over the course of the coming weeks, Mike & Greg will continue 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. Event leads are a critical part of any financial advisor or institution's external [...]
What are we going to do with all these fruitcakes? You may not be lucky enough to get Bubby’s fruitcake this year…but maybe it’s for the best. Peace and Joy from Simplicity Lone Beacon!
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 [...]
