By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare and explosive user growth. Threads hit over 100 million users in just 5 days making it the fastest growing social [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up. Creating great experiences enables the customer advocacy phase of their [...]
Join Mike and Greg as they delve into the major disconnect between financial advisors and prospects. They'll explore what financial advisors want and need from their prospects, and equally important, what consumers are seeking in a prospective advisor. To bridge the gap and establish a deeper connection, it's [...]
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns.” As I wrote, a boosted post strategy is a cost-effective way to increase [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
Expanding your business is more than just “investing money in hiring new talent”. It's about understanding why people choose to work with us. Here are the 𝘁𝗼𝗽 𝟭𝟬 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 we look for when bringing in new team members…. 𝟭. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗧𝗿𝗮𝗶𝘁𝘀: To get in our door you must [...]
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured by the ability to generate, evaluate, nurture, and close leads. And for the most part...that means “digital leads”. It’s not unusual [...]
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I can execute. I get it...it’s easy and fun brainstorming new initiatives. But it’s tedious developing the framework to actually execute one [...]
If you’re getting digital advice from someone, or some firm, who does not perform the digital tasks you're seeking themselves, but relies on other vendors... BUYER BEWARE. Put it this way, would you expect better plumbing advice from someone, or some firm, who has hired a bunch of plumbers [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. While the news cycle might suggest that AI (Artificial Intelligence) is the new “hip” thing to be following and implementing into your marketing systems, let’s not forget that it’s been around the block for many years. Of course, [...]
