By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. When trying to evaluate and enhance your customer’s journey, you’re faced with thousands of data points that can be difficult to identify and interpret. It becomes even more cumbersome when you try to execute action items based [...]
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com If you’ve kept up in the world of social media, you’ve likely heard a lot of talk about TikTok, both good and bad. With TikTok as one of the fastest-growing social media sites, financial advisors might be [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Everywhere you look these days you see people talking about Artificial Intelligence or AI. They talk about the use of programs like ChatGPT to write articles, school papers, and more. And that brings up the question for financial advisors [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered. We’re a sales and marketing company, but what separates us from all others is that [...]
Tablet search engine system screen By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Like it or not, the titles of your content are not meant for you, they're meant for your audience and search engines. It’s a different story if you’re writing a [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Do you have a radio or a TV show? Are you running ads on radio and TV programs? Are you not seeing the results that you expected from them? If you’re not seeing the results, the reason may not be [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that financial advisors treat the task like they’re being forced to eat their vegetables or take out the trash. On more than [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Our digital world is continuing to evolve all around us, and while technology has certainly made things easier, it has also made everything more complex. When we think about the customer journey and all its different stages, our [...]
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, [...]
This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as limited. However, it doesn’t have to.
