Lone Beacon

In this episode of The Customer Journey, Mike and Greg dive into a major challenge faced by financial advisors: 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐢𝐦𝐞 𝐨𝐧 𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠.

Why is it so hard to focus on marketing? Often, it's because advisors are misled by vendors offering shiny solutions that sound great but aren't tailored to their needs. This leads to 𝐰𝐚𝐬𝐭𝐞𝐝 𝐭𝐢𝐦𝐞 and 𝐟𝐫𝐚𝐠𝐦𝐞𝐧𝐭𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐞𝐟𝐟𝐨𝐫𝐭𝐬 that lack strategy and cohesion.

When a prospect is vetting advisors, odds are you’re 1 of 3 they’re looking at...

By utilizing email automation, you can help 𝐦𝐚𝐤𝐞 𝐬𝐮𝐫𝐞 𝐲𝐨𝐮’𝐫𝐞 𝐢𝐧 𝐟𝐫𝐨𝐧𝐭 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬, giving you and your firm the upper hand.

In this short clip from The Customer Journey, Greg and Mike break down how automation keeps you front and center, delivering timely, relevant, and consistent communication that increases your chances of closing clients.

For someone planning for retirement, the amount of information out there can seem overwhelming, and it makes it hard for a financial advisor to break through to them...

Plus, consider the fact that 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗮𝗰𝘁 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 𝘁𝗵𝗮𝗻 𝘁𝗵𝗲𝘆 𝗱𝗶𝗱 𝗲𝘃𝗲𝗻 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝗮𝗴𝗼, and you can see why advisors might be struggling to reach prospects and convert them to clients.

In this clip, we break down 3 top consumer trends for financial advisors and how an advisor, like you, can use them to their advantage.