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, [...]
Before you define your marketing strategy, it is important to know exactly what marketing means to your firm. The problem we've recognized at Simplicity Lone Beacon Media, is that advisors are often given advice from marketing and advertising professionals who deal with a number of different businesses on a much [...]
Brand building, it's not just a catchy title, it true starts with you. Developing a brand is one of the hardest and mos introspecti things any business can do. Among the maelstrom of change and opportunity, those with a stronger and more articulated brand will have a greater chance to [...]
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 [...]
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 [...]
Did you know that Email is the #2 Online Activity for Baby Boomers and Seniors? It’s simple: Your clients and prospects prefer to communicate via email. To help independent advisors embrace the digital world, Simplicity Lone Beacon Media creates custom emails every week for both Inbound and Outbound marketing campaigns. [...]
Are you prepared to compete for today’s prospects? Retirees look a lot different today than they did even just 30 years ago. People retiring back then had pensions, didn't rely on 401(k)s, thought faxes were high-tech, didn't use cell phones, and the Internet wasn't even a thing yet. The lifestyles [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media If you knew that your ideal close-to-retirement prospects are spending an average of 19 hours per week online, would you be proud of your efforts to reach them on a digital front? As an advisor in today’s world, it’s crucial not to [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s 50-plus consumer profile looks vastly different then it did 30 years ago. Fax machines were seen as high-tech, nobody used cell [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there? Today’s financial landscape amongst advisories is [...]
