By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Our digital world is continuing to evolve all around us, and while technology has certainly made things easier, it has also made everything more complex. When we think about the customer journey and all its different stages, our [...]
Source: Freepik.com. Image by rawpixel.com on Freepik. By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent survey performed by Broadridge analyzing advisory data from 2021 to 2022, the average per-prospect cost of winning new business rose by 3.3%, while the number [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you’ve kept up on the world of social media, you are going to hear a lot of talk about TikTok, both good and bad. With TikTok as one of the fastest-growing social media sites, financial advisors might be tempted [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, have you thought about what your strategy for YouTube is and how you will execute it? At Simplicity Lone Beacon, we’ve worked [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, where [...]
Financial advisors, who's giving you your digital advice? If you’re investing in digital media for lead generation, chances are you know very little about how to decipher and measure results, or whether or not you have a legitimate plan to crack the code of digital marketing. It’s possible that the [...]
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making [...]
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler named “Dashing Rock Ripper” – the financial advisor design spectrum can come across as limited. However, it doesn’t have to be. [...]
