By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Simplicity Lone Beacon conducts consumer surveys designed specifically [...]
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
Having an up-to-date and robust social media presence is an inexpensive and effective way for advisors and institutions to boost their visibility to potential customers and existing clients who may not know who you are or what your business is all about. It is an important element in the 21st [...]
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales and marketing engines that lift their overall business are primed for strategic growth. Why? Because the value clients see in [...]
By Marcus Roth, Director of Marketing Automation & Analytics There are many ways to draft high converting marketing copy on newsletters and sales pages. Over the early development of the internet, one style of copywriting quickly rose to the top of the heap. In this article, we’re going to break [...]
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when it comes to the needs of clients because they want the same thing too: protection and growth. It’s hard to [...]
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]
Imagine you’re casually browsing a company’s website on your phone. You get an email, open it, and all of a sudden you’ve forgotten about that company’s products. You may not return to their website on your own, but you might when you see an ad for that company while browsing [...]
There’s a reason why over 6 million businesses use Facebook ads to reach their target audiences,[1] but there aren’t many companies figuring out the art and science of using the platform within your vertical to reach the 50+ demographic. We actively study the Facebook advertising landscape, analyze our results, and [...]
