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; đ§đĽđ¨đŚđ§ and đđđŚđ. It's important to understand [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical.  The convenience-based prospects really donât want, or care, to know HOW the financial world [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts.  In the financial industry advisors across the country are always looking for new ways to bring in more quality leads. I hear financial advisors saying that they need better marketing, more leads, the âquickestâ way to get them. What they [...]
 By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the best financial advisories and institutions in America, and the thing that separates the good from the great is their ability to execute. Anybody can SAY theyâre going to do anything...but at the end [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon If you havenât figured out how to bundle your marketing platforms and messages...youâre wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions use different people or firms to execute multiple marketing channels via separate silos. [...]
By Ben Kulis, Simplicity Lone Beaconâs Operations Manager  As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a year of growth and success. The financial advisory landscape is constantly evolving, and staying ahead of the curve is essential [...]
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. Over the past 7 months, our email team conducted an extensive review of our advisors' Complimentary Dinner Event emails to find out [...]
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 [...]
Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are looking for answers and help in achieving financial stability now and in retirement. But the reality is you canât do it alone. [...]
