By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. An older friend of mine recently shared an insightful experience about switching financial advisors. This interaction sparked the idea for three separate articles I felt were worthy of publication. Interestingly, the decision was not propelled by [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when a mistake or error occurs. Whether it's internally or externally, they are always looked on as the problem-solvers and are expected [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Copywriting is an art that requires the use of carefully crafted words to communicate a message effectively. One of the most important aspects of writing marketing copy is specific word choice. The words you choose can impact [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. As a financial advisor, you are tasked with helping your clients achieve their financial goals, while also navigating the complex world of investments, taxes, and regulations. However, with the rapid pace of technological advancements, it can be [...]
Tablet search engine system screen By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Like it or not, the titles of your content are not meant for you, they're meant for your audience and search engines. It’s a different story if you’re writing a [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that financial advisors treat the task like they’re being forced to eat their vegetables or take out the trash. On more than [...]
Originally appeared in WealthManagement.com One email. One topic Imagine you’re walking down a quaint, city street and you hear music from buskers around the corner. Maybe you heard one musician playing a tune or melody, or a few in harmony as a band, working together in concert to delight their wandering [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was seen as a tool wielded by sales staff to be used to further their direct goals. As business thinking has [...]
