Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. My last two articles in this series covered the heady strategy and history of advertisement, where this article will attempt to tactically deliver ways to generate novel and exciting new advertisement concepts for [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! So, why is it so hard to break through? Here is some advice for how to break through… 𝗕𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰. [...]
By Kasey Dean, Simplicity Simplicity Lone Beacon's Senior Director of Accounts. Recently, we teamed up with a client down South to tackle an exciting opportunity. We launched a 3-month trial focused on promoting a tax webinar on-demand. Our goals? Refresh their database with new content and get their current contacts [...]
By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often gets forgotten because flashy creatives and thought-provoking copy (which are both equally as important!) is more visible. However, location could be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon A large RIA in San Diego recently invested $10 Million into a digital lead aggregation platform to close $1 Billion in assets. This sounds like a lot of money, and it is, but there's a lesson to be learned here! [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having an effective CTA allows an advisor to better attract prospects, convert them into loyal clients, increase existing wallet share, and strengthen [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Almost 50% of investors with $500K or more considered switching financial advisors last year, according to a Nasdaq study. And nearly 30% of them switched in the past three years. This is 𝘁𝘄𝗶𝗰𝗲 the attrition rate of investors with less [...]
By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We believe that the two most critical variables when making large business decisions are 𝗧𝗿𝘂𝘀𝘁 and 𝗘𝗮𝘀𝗲. This means being authentically and irrefutably believable, AND consciously considering how you can make a decision easy for someone. Today we’re going to [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets, and I’m going to share the 𝘁𝗵𝗿𝗲𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗹𝗲𝘀𝘀𝗼𝗻𝘀 that every financial advisor and institution needs to know. [...]
