By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To continually optimize advisors’ email marketing efforts, The email marketing team at Simplicity Lone Beacon conducted a study to discover which email [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors. Setting up efficient workflows is the key to thriving in today’s ever-changing [...]
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. To continually optimize our email marketing efforts, Simplicity Lone Beacon embarked on a challenge to discover which email subject lines are [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]
By: Kirby G Mack (Vice President of Digital Media) Historically, chicken wings were the less desirable, cheap alternative meal due to the lack of meat, chewy cartilage, and higher fat content. But in the 1960s that all changed. In 1964 at the Anchor Bar in Buffalo, New York, co-owner Teressa [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical. The convenience-based prospects really don’t want, or care, to know HOW the financial world [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry advisors across the country are always looking for new ways to bring in more quality leads. I hear financial advisors saying that they need better marketing, more leads, the “quickest” way to get them. What they [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a year of growth and success. The financial advisory landscape is constantly evolving, and staying ahead of the curve is essential [...]
