By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. People get tens, even hundreds of emails a day. With so many emails flying around our inboxes, it can be hard to think critically about the technical strategy behind a successful email campaign. The truth is that [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…” A song made famous by The Jungle Book movie says that they’ll come to you, but it’s not always that easy for financial advisors. Sometimes they must bring the [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most important aspects is helping to grow and develop the teams I work with. What I learned in these roles is [...]
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and worst that could happen as a result. And ultimately, how it 𝗺𝗶𝗴𝗵𝘁 make people feel about you...but also, how it 𝗺𝗶𝗴𝗵𝘁 [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up. Creating great experiences enables the customer advocacy phase of their [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Marketing Every Advisor wants more and better leads. Leads are an essential part of our business at Simplicity Lone Beacon, but equally important is providing support that helps our clients CLOSE THEM. Consumer behavior has changed SO MUCH in just the last [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow women in the financial space and I can say from experience that it can be like navigating a "boy's club" at [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's no surprise that clients expect an assurance that their savings are in capable, professional hands, and that any arising issues will [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]
