We've worked with some of the highest-producing financial advisory firms in America, and the lessons we've learned about the path to success could be applied to any business and to life. Here's what we call...the Magnificent 7 Traits of the Uber-Successful Firms. Be honest. Be honest about your [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Business and Sports Are the Ultimate Meritocracies We’ve worked with some of the most successful financial advisories in America...and for every one we’ve worked with, we’ve met with 50 more. And to their credit, nearly every one of them has desired to [...]
Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two years, we've been on a mission to explore all our emersion welcome sequences to find out what really works for advisors [...]
By Ben Kulis, Simplicity Lone Beacon's Operations Manager In the digital age, having a professional online presence is essential for any business leader, especially for Advisors. LinkedIn, the professional's social network, offers unparalleled opportunities for advisors to network, build their company’s brand, and stay up to date with the latest [...]
My team at Simplicity Lone Beacon has just completed a 𝘁𝘄𝗼-𝘆𝗲𝗮𝗿 𝘀𝘁𝘂𝗱𝘆 about WHY investors become clients of financial advisories. We traced the customer journey of HUNDREDS of new clients from around the country to see HOW and WHY they became a client and to see how marketing [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We live in a world where no matter what age, profession, or demographic you are, your day is riddled with constant emails, texts, phone calls, news alerts, social media posts, advertisements, and the list goes on. According to a recent [...]
By Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon AI... It’s all the rage. It’s all anyone is talking about, from content writers, Hollywood, to Congress. AI is here, so what should we do about it? Of course, with all new technology, it’s ever-growing and ever-changing. So [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon I’ve been in the sales business for 30 years, and our firm, Simplicity Lone Beacon, has worked exclusively with financial advisors for over 10 years. In those years, I’ve seen some of the best advisors struggle with their sales process. I’ve seen smart, [...]
By Craig Foster, Director of Digital Media. There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of your ads to their success or failure. In other words, data attribution is one of the keys [...]
Financial Advisors: Want to increase your closing ratio? Answer this question... Why “YOU” versus 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻? This might sound daunting to you...but what’s MUCH more daunting is the decision for a prospect to 𝘁𝗿𝘂𝘀𝘁 their life savings with someone. At the end of the day, you need to know [...]
