By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for a [...]
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting closer to becoming a client... In today’s world where trust between your firm and a potential client is developed over [...]
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that new initiatives take time. Too often we see people lose patience or get distracted and scrap good plans too quickly, start [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way. The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]
https://youtu.be/ZJJV_El3rpY Today's consumers are hit with so much information that they get information overload... It takes over their thought process and decision-making comes to a halt due to "choice paralysis." In Simplicity Lone Beacon's recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on how financial advisors can [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a recent 2024 digital ad spending study by EMARKETER, financial services saw the 2nd largest growth in digital ad spending compared to 2023 (~18% growth). The findings in this study plus the results of our recent advisor case [...]
https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]
https://youtu.be/vAl0YTG_ayk By John Capuano, Partner at Simplicity Lone Beacon We’ve helped a lot of firms grow over the years, and we’ve grown too. The three foundational elements that fuel growth are: 𝗣𝗲𝗼𝗽𝗹𝗲, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗢𝘂𝘁𝗰𝗼𝗺𝗲. But know this, you could have the greatest, most committed people, and the best laid [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
