By Kirby G Mack, Vice President of Digital Media at Simplicity Lone Beacon. Social media, in today’s world it seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time, and with time, patience, consistency, and a [...]
By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often gets forgotten because flashy creatives and thought-provoking copy (which are both equally as important!) is more visible. However, location could be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon A large RIA in San Diego recently invested $10 Million into a digital lead aggregation platform to close $1 Billion in assets. This sounds like a lot of money, and it is, but there's a lesson to be learned here! [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a 2023 NASDAQ study, nearly 50% of clients with $500K or more considered or actually switched advisors in the past 3 years. This represents a huge opportunity to capture new prospects and ultimately, clients. With this type [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having an effective CTA allows an advisor to better attract prospects, convert them into loyal clients, increase existing wallet share, and strengthen [...]
By: Kirby G Mack (Vice President of Digital Media) Recently, New Era put out an ad at the start of the Baseball season that I can’t get out of my head. The ad starts by asking one question, “What gives meaning to a symbol?” Certain symbols immediately evoke a feeling [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets. One of our Founders, John Capuano, covered his three major takeaways from the [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Almost 50% of investors with $500K or more considered switching financial advisors last year, according to a Nasdaq study. And nearly 30% of them switched in the past three years. This is 𝘁𝘄𝗶𝗰𝗲 the attrition rate of investors with less [...]
By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We believe that the two most critical variables when making large business decisions are 𝗧𝗿𝘂𝘀𝘁 and 𝗘𝗮𝘀𝗲. This means being authentically and irrefutably believable, AND consciously considering how you can make a decision easy for someone. Today we’re going to [...]
