By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon   If you desire change, then know that you’re responsible and should feel empowered to make that happen. Remember, change is not just about doing something different; it’s about a well-calculated approach toward modifying your perception, behavior, and [...]

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 Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing.    We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing.    Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and educate their audiences. That said, it is crucial for advisors to be authentic and understand that each video must have a [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…”  A song made famous by The Jungle Book movie says that they’ll come to you, but it’s not always that easy for financial advisors.  Sometimes they must bring the [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up.  Creating great experiences enables the customer advocacy phase of their [...]

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing.   Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]