Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com The financial industry is very much in-tune with the correlations that exist between the stock market and [...]
“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]
Written By: Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for [...]
By Simplicity Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already [...]
By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]
We work with some of the most successful financial advisory offices in America and we’ve had the good fortune to watch them grow their staffs. For most, it’s been a completely enriching experience for all involved, but for some, it’s a frustrating revolving door of staff members. If you’re on [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com It all comes down to putting in the work to make it succeed. These days, it’s hard to get away from the chatter about “scaling your practice.” It’s a huge driver of the “fear of missing [...]
By Diana Salvucci, Simplicity Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information. It’s not very often we see a Rolodex on a desk today, and there are reasons for that. With the option for evolving technologies and [...]
