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 [...]
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 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 [...]
Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. A few months ago, our client-facing team noticed the monthly open rate for one of our advisor's emails was a bit lower [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that are in [...]
By John Capuano, Co-Founder of 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, and I’m going to share the 𝘁𝗵𝗿𝗲𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗹𝗲𝘀𝘀𝗼𝗻𝘀 that every financial advisor and institution needs to know. [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and strengthen their brand presence against their competitors. There is a plethora of strategies and insights out there that can help [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To continually optimize advisors’ email marketing efforts, The email marketing team at Simplicity Lone Beacon conducted a study to discover which email [...]
