TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans

  When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]

2022-10-17T20:01:51+00:00September 27, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|

TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals

  On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]

2022-10-17T20:03:02+00:00September 22, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|

TCJ Episode 11: Applying the Financial Principles You Live By to Your Marketing and Sales

On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies. It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it [...]

2022-10-17T20:03:12+00:00August 16, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|

TCJ Episode 9: Ranking the Top 5 Hottest Leads for Advisors – Webinars

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. Webinars became an important piece of the marketing mix with the [...]

2022-10-17T20:05:08+00:00May 20, 2022|TCJ|

TCJ Episode 8: Ranking the Top 5 Hottest Leads for Advisors – Broadcasting Platforms

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. Broadcasting platforms, such as radio and television, are great tools to [...]

2022-10-17T20:03:38+00:00April 22, 2022|Broadcast, Lead Generation, TCJ|

TCJ Episode 7: Ranking the Top 5 Hottest Leads for Advisors – Live Events

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 [...]

2022-03-18T14:41:05+00:00March 18, 2022|Event Marketing, Lead Generation, TCJ, Videos|

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 [...]

2022-02-18T16:27:18+00:00February 18, 2022|Email Marketing, Lead Generation, TCJ, Videos|

TCJ: The Customer Journey – Episode 5 – Most At-Risk Advisors

Establishing a successful customer journey requires multiple marketing elements. Financial advisors and professionals are most “at-risk” when they have a singular marketing plan. When the pandemic hit, some advisors who were solely reliant on live event marketing and had no digital strategy faced serious issues. Advisors need diversification [...]

2022-10-17T20:06:04+00:00February 4, 2022|Digital Marketing, Event Marketing, TCJ, Videos|

TCJ: The Customer Journey – Episode 4 – Our Little Red Book of Retirement is Back!

The customer journey is all about a user’s experience with a company’s brand and product or service. Make it a positive, revenue generating experience by implementing the Little Red Book of Retirement. Check out Lone Beacon’s latest TCJ episode below to learn more!  

2022-10-17T20:06:11+00:00January 12, 2022|Lead Generation, TCJ, Videos|
Go to Top