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 John Capuano, Co-Founder of Simplicity Lone Beacon Financial advisors would close more business if they could better address how prospects could break up with their current advisor. But breaking up is hard to do. A recent Nasdaq study says since 2020, 47 percent of people using an [...]
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors. Setting up efficient workflows is the key to thriving in today’s ever-changing [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Here are 𝗳𝗼𝘂𝗿 𝘁𝗵𝗶𝗻𝗴𝘀 that every financial advisory and institution needs to embrace in the modern era of marketing… #𝟭 – 𝗬𝗼𝘂𝗿 𝗪𝗲𝗯𝘀𝗶𝘁𝗲 This is not a “set it and forget it” thing. Even a small firm should get hundreds [...]
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. To continually optimize our email marketing efforts, Simplicity Lone Beacon embarked on a challenge to discover which email subject lines are [...]
By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Hey - Every Financial Advisory: It’s 2024... You can close more clients with a sound digital campaign than 𝗮𝗻𝘆 𝗼𝘁𝗵𝗲𝗿 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. How do I know this? Because we’ve been doing it for over 10 years. And here’s exactly how [...]
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 Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than anything when it comes to closing and retaining business; 𝗧𝗥𝗨𝗦𝗧 and 𝗘𝗔𝗦𝗘. It's important to understand [...]
