By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One advisor spent most of the past year-and-half struggling to set up appointments from their various events. They tried multiple mail houses, [...]
https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why every financial advisor [...]
https://www.youtube.com/watch?v=6wTE_6Kn6jY We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it... But there's more to it for financial advisors in 2025. Hyper-personalization is increasingly necessary for financial advisors, meaning people don't just want to [...]
https://www.youtube.com/watch?v=SlzlyRdQRQs The use of artificial intelligence is a white-hot topic, and it’s shaping up to be especially influential in the financial advisor space. And it's something we at Simplicity Lone Beacon have been honing for years, staying a step ahead on behalf of the financial advisors we work with. The [...]
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting closer to becoming a client... In today’s world where trust between your firm and a potential client is developed over [...]
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that new initiatives take time. Too often we see people lose patience or get distracted and scrap good plans too quickly, start [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
https://youtu.be/ZJJV_El3rpY Today's consumers are hit with so much information that they get information overload... It takes over their thought process and decision-making comes to a halt due to "choice paralysis." In Simplicity Lone Beacon's recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on how financial advisors can [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a recent 2024 digital ad spending study by EMARKETER, financial services saw the 2nd largest growth in digital ad spending compared to 2023 (~18% growth). The findings in this study plus the results of our recent advisor case [...]
https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]
