By Ben Kulis, Simplicity Lone Beacon's Operations Manager In today's connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While digital marketing, social media, and influencer partnerships are all essential components of a robust brand strategy, one often overlooked asset could [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor in the digital age, transforming your financial and economic expertise into compelling content is an essential skill that can be the difference between gaining market share in new advertising channels and floundering along with the pack. Compelling [...]
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 John Capuano, Co-Founder of Simplicity Lone Beacon Business and Sports Are the Ultimate Meritocracies We’ve worked with some of the most successful financial advisories in America...and for every one we’ve worked with, we’ve met with 50 more. And to their credit, nearly every one of them has desired to [...]
Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two years, we've been on a mission to explore all our emersion welcome sequences to find out what really works for advisors [...]
By Ben Kulis, Simplicity Lone Beacon's Operations Manager In the digital age, having a professional online presence is essential for any business leader, especially for Advisors. LinkedIn, the professional's social network, offers unparalleled opportunities for advisors to network, build their company’s brand, and stay up to date with the latest [...]
My team at Simplicity Lone Beacon has just completed a 𝘁𝘄𝗼-𝘆𝗲𝗮𝗿 𝘀𝘁𝘂𝗱𝘆 about WHY investors become clients of financial advisories. We traced the customer journey of HUNDREDS of new clients from around the country to see HOW and WHY they became a client and to see how marketing [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We live in a world where no matter what age, profession, or demographic you are, your day is riddled with constant emails, texts, phone calls, news alerts, social media posts, advertisements, and the list goes on. According to a recent [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon I’ve been in the sales business for 30 years, and our firm, Simplicity Lone Beacon, has worked exclusively with financial advisors for over 10 years. In those years, I’ve seen some of the best advisors struggle with their sales process. I’ve seen smart, [...]
Financial Advisors: Want to increase your closing ratio? Answer this question... Why “YOU” versus 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻? This might sound daunting to you...but what’s MUCH more daunting is the decision for a prospect to 𝘁𝗿𝘂𝘀𝘁 their life savings with someone. At the end of the day, you need to know [...]
