Financial Advisory Practice Management Expertise and Insights
Simplicity Lone Beacon has first-hand experience deploying business best practices. We’ve built successful businesses from the ground up. Today, we’re helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. Our expertise helps financial advisors:
Financial Advisor Practice Management Articles
Financial Experience Within Our Company
Simplicity Lone Beacon is proud to have several employees who have passed the same financial exams many of our advisors have. We view ourselves not just as a marketing firm, but a comprehensive marketing firm specializing in the financial services vertical. Special knowledge of the financial and insurance products our [...]
Give the People What They Want – Engaging Content
At Simplicity Lone Beacon, we’re always questioning our best practices to make them better, keeping up with innovations, and analyzing data to do so. We know “content is king,” so we decided to take a close look at what elements make content effective. We write regular blogs on various financial [...]
How to Court a Prospect
While it would be convenient if the average person went from opening their first email to signing up for a financial review, this is very rare. It would be like getting a “yes” after proposing to someone after just one date. The reality is that there is a long buying [...]
Financial Advisory Practice Management
Financial Advisory Practice Management Expertise and Insights Simplicity Lone Beacon has first-hand experience deploying business best practices. We've built successful businesses from the ground up. Today, we’re helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. [...]
SWOT Analysis for Financial Advisors
SWOT Analysis for Financial Advisors "We are fortunate to work with talented entrepreneurs who have built some of the most successful advisories around the country. Part of our best practices is to perform the Simplicity Lone Beacon version of a SWOT analysis and it’s amazing what we uncover. [...]
Let Hard Data, Not Gut Instinct, Define Your Ideal Client Profile
By John Capuano, Co-Founder of Simplicity Lone Beacon. In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? Read more: https://www.investmentnews.com/industry-news/opinion/let-hard-data-not-gut-instinct-define-your-ideal-client-profile-72467 Posted on InvestmentNews.com
Say Hello to Your Best Prospects
Do you think you know who your best prospects are? Last year on average, Simplicity Lone Beacon helped its advisors identify 10 of their hottest prospects every month. That’s about $60 Million in Assets! And, here’s how we did it: Content Creation: We create thoughtful content designed for your prospects using world class [...]
Elite Financial Advisors Don’t Use FMO’s or Broker Dealers…
Does your FMO suggest using a cookie-cutter radio show and tell you to use guests like Peter Frampton and Carrie Underwood because they will deliver leads? No one ever took financial advice from a Grammy winner, so why fill precious time on your show with wasted content? We’ve produced over one billion [...]
How Independent Advisors Can Maximize Their Marketing Efforts
Understanding how to best utilize technology and the digital space can be transformational for your practice. By John Capuano, Co-Founder, Simplicity Lone Beacon Media Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything [...]
Ready, Set, GROW!
Are you ready to make 2017 your best year ever? Then it's time to put the financial industry's premiere concierge marketing firm to work, for you. At Simplicity Lone Beacon Media, we mobilize all of our sales and marketing expertise for one sole purpose: TO GROW YOUR BUSINESS. Unlike [...]
What’s Your Lead Response Time?
At Simplicity Lone Beacon Media, we are keenly aware that time is money. That's why our advisors know how to use lead response time to their advantage to beat the competition. With careers spent marketing and selling to the 50+ demo, we understand the direct correlation between response time and conversion. [...]
3 Things to do When Starting a Sales Department at Your Firm
By John Capuano, Co-Founder, Simplicity Lone Beacon Media The first thing I learned in the world of business is that everybody is in sales. When we started our company, I was surprised to learn that the advisories we were working with didn’t have organized sales strategies. Many have never been [...]
Improve Your Firm’s Bottom Line with a Real Sales Organization
As a business owner, every decision you make has an effect on your firm's bottom line. For starters, we want to address your firm's basic needs, like having an internal sales department. Often times, independent financial advisors find themselves so busy that they don't have enough time in their day [...]
Is it Time to Review Your FMO?
Is it time to review your FMO? Most likely, you already have some general understanding on what an FMO (Field Marketing Organization) does. But, with hundreds of organizations to choose from, how do you find the one that's right for your firm? And, if you're currently working with an FMO, [...]
Does Your Sales Process Keep You Up At Night?
Does your sales process keep you up at night? Many independent advisories don't have organized sales strategies or an infrastructure to properly sustain and grow their business. The reality is that everyone in your organization has to embrace the sales culture. We find that many advisors will stop aggressively pursuing [...]
Want More Wallet Share?
Having a plan for, and capturing, a larger share of wallet is a great way to grow your business. After the initial close, it becomes much more difficult to recapture the client's missed assets. One of the biggest reasons advisors fail to gain more share of wallet is because they [...]
