Originally appeared in WealthManagement.com One email. One topic Imagine you’re walking down a quaint, city street and you hear music from buskers around the corner. Maybe you heard one musician playing a tune or melody, or a few in harmony as a band, working together in concert to delight their wandering [...]
Source: Freepik.com. Image by rawpixel.com on Freepik. By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent survey performed by Broadridge analyzing advisory data from 2021 to 2022, the average per-prospect cost of winning new business rose by 3.3%, while the number [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you’ve kept up on the world of social media, you are going to hear 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 tempted [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, have you thought about what your strategy for YouTube is and how you will execute it? At Simplicity Lone Beacon, we’ve worked [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was seen as a tool wielded by sales staff to be used to further their direct goals. As business thinking has [...]
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By Mike Schaffman, VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we [...]
Get smart about engaging with the next set of retirees. By Marcus Roth, Senior Director of Email, Automation, and Content. This article originally appeared on WealthManagement.com Buying an email list in 2022 no longer has a reasonable benefit when compared with the litany of downsides that come [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. 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, where [...]
