By John Capuano, Co-Founder of Simplicity Lone Beacon For someone planning for retirement, the amount of information out there can seem overwhelming and it makes it hard for a financial advisor to break through to them. Plus, consider the fact that today's consumers act and think differently than [...]
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 Graeme Mills, Content Manager for Simplicity Lone Beacon. In the world of financial advisors, making improvements to your business, personnel, or self, creating institutional partnerships, and engaging in your community can be effective ways to stand out from the crowd. But who will know unless you tell people? One [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. My last two articles in this series covered the heady strategy and history of advertisement, where this article will attempt to tactically deliver ways to generate novel and exciting new advertisement concepts for [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! So, why is it so hard to break through? Here is some advice for how to break through… 𝗕𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰. [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. In my last article, I covered what makes great content for your advisory’s marketing efforts, and why it matters. In this article, we’ll cover how to take that content and maximize its impact for marketing purposes by repackaging, reworking, refreshing, and [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager The term “Marketing” has evolved over the years and now encompasses a wide variety of strategies all geared towards two main goals, creating awareness of your brand and ultimately driving leads. We have also seen an increase in corporate social responsibility (CSR), [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager The term “Data-Driven” can be an intimidating term for anyone in the marketing community. As a financial advisor, understanding and selecting the right marketing metrics to track can significantly enhance your client acquisition efforts and influence your overall business growth. It can [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. As detailed in the first article of this series, advertising has undergone a significant transformation from complex visual and verbal compositions to a more minimalist and engaging approach. This second installment explores the reasons [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we see on a day-to-day basis, the marketing landscape is constantly evolving, and consumer expectations continue to shift. Because of this, it is harder than ever for financial advisors to stand out against competitors, especially when their work and expertise is [...]
