https://youtu.be/G6aQggOlHy4 Welcome to episode 31 of The Customer Journey! Investing in the experience for your clients and potential clients might seem frivolous, but it's a sure fire way to make your brand memorable and set your firm apart from your competitors. In today's episode, Mike and Greg will be talking [...]
https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]
https://youtu.be/vAl0YTG_ayk By John Capuano, Partner at Simplicity Lone Beacon We’ve helped a lot of firms grow over the years, and we’ve grown too. The three foundational elements that fuel growth are: 𝗣𝗲𝗼𝗽𝗹𝗲, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗢𝘂𝘁𝗰𝗼𝗺𝗲. But know this, you could have the greatest, most committed people, and the best laid [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
https://youtu.be/NzNgbs6W4Ew Welcome back to another episode of The Customer Journey! In this episode, Greg and Mike will talk about the importance of data analytics for financial advisors. Reaching the right people, at the right time, and in the right ways is critical in helping advisors fully optimize their sales infrastructure. [...]
https://youtu.be/nPjaEYXPXbo By John Capuano, Partner at Simplicity Lone Beacon How do you break through in a commoditized world where everyone shares the same products as you? No one has a different stock market. So, how are YOU positioning, and implementing, the exact same products that every one of your competitors have? [...]
By Zoe Menendez, Senior Digital Media Manager. There's no more excuses for financial advisors not to have a social media strategy... and the data proves it. From 2022 to 2023 there was a 3.2% increase in new social media users. If we break that down that’s 410,00 new users daily. That’s [...]
Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg will talk about how important post-event email nurturing is for advisors in capturing the leads generated from their events. This foundational element of a marketing strategy is a tool financial advisors must use [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]
Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence for financial advisors, generating prospects for advisors that lead to loyal clients. In this video, Senior Digital Marketing Manager, Zoe [...]
