By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Financial advisors would close more business if they could better address how prospects could break up with their current advisor. But breaking up is hard to do. A recent Nasdaq study says since 2020, 47 percent of people using an [...]
How much would you charge your #1 competitor for your last 50 unclosed leads...that you paid for? Now if you were coaching someone who just paid a bunch of money for prospects, what sales advice would you give them? And would you take your own advice? We’ve worked [...]
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in enhancing lead generation, client acquisition, and overall business growth. As the world modernizes, the age-old debate of whether to invest in [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Here are 𝗳𝗼𝘂𝗿 𝘁𝗵𝗶𝗻𝗴𝘀 that every financial advisory and institution needs to embrace in the modern era of marketing… #𝟭 – 𝗬𝗼𝘂𝗿 𝗪𝗲𝗯𝘀𝗶𝘁𝗲 This is not a “set it and forget it” thing. Even a small firm should get hundreds [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon. This article originally appeared on www.wealthmanagement.com For marketing companies like ours and our clients, success is measured by the ability to generate, evaluate, nurture and close leads. And for the most part, that means digital leads. The perceived success or failure of [...]
By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Hey - Every Financial Advisory: It’s 2024... You can close more clients with a sound digital campaign than 𝗮𝗻𝘆 𝗼𝘁𝗵𝗲𝗿 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. How do I know this? Because we’ve been doing it for over 10 years. And here’s exactly how [...]
By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of them to the success or failure. In other words, data [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]
