By Craig Foster, Director of Digital Media. Generation X, or Gen 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, and what marketing strategies can work to [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than anything when it comes to closing and retaining business; 𝗧𝗥𝗨𝗦𝗧 and 𝗘𝗔𝗦𝗘. It's important to understand [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Whenever someone tries to make a point by saying things like: “I feel like 𝗯𝗹𝗮𝗻𝗸...”, “It seems like 𝗯𝗹𝗮𝗻𝗸...”, or “Every time I 𝗯𝗹𝗮𝗻𝗸....”, I ask the question: “𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝘄𝗵𝗮𝘁?” We study consumer behavior trends for financial advisories and institutions, and as [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the best financial advisories and institutions in America, and the thing that separates the good from the great is their ability to execute. Anybody can SAY they’re going to do anything...but at the end [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon If you haven’t figured out how to bundle your marketing platforms and messages...you’re wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions use different people or firms to execute multiple marketing channels via separate silos. [...]
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your clients? As digital marketers for financial advisors, we surely have. When testing the comparative performance of your campaigns versus “the field”, [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]
By Craig Foster, Director of Digital Media. In the past I’ve written about the importance of social media posting, “The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy” and how boosting those posts, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns” [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and educate their audiences. That said, it is crucial for advisors to be authentic and understand that each video must have a [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Business and Sports Are the Ultimate Meritocracies We’ve worked with some of the most successful financial advisories in America...and for every one we’ve worked with, we’ve met with 50 more. And to their credit, nearly every one of them has desired to [...]
