https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why every financial advisor [...]
https://www.youtube.com/watch?v=6wTE_6Kn6jY We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it... But there's more to it for financial advisors in 2025. Hyper-personalization is increasingly necessary for financial advisors, meaning people don't just want to [...]
https://www.youtube.com/watch?v=SlzlyRdQRQs The use of artificial intelligence is a white-hot topic, and it’s shaping up to be especially influential in the financial advisor space. And it's something we at Simplicity Lone Beacon have been honing for years, staying a step ahead on behalf of the financial advisors we work with. The [...]
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that new initiatives take time. Too often we see people lose patience or get distracted and scrap good plans too quickly, start [...]
https://youtu.be/ZJJV_El3rpY Today's consumers are hit with so much information that they get information overload... It takes over their thought process and decision-making comes to a halt due to "choice paralysis." In Simplicity Lone Beacon's recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on how financial advisors can [...]
https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]
https://youtu.be/vAl0YTG_ayk By John Capuano, Partner at Simplicity Lone Beacon We’ve helped a lot of firms grow over the years, and we’ve grown too. The three foundational elements that fuel growth are: 𝗣𝗲𝗼𝗽𝗹𝗲, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗢𝘂𝘁𝗰𝗼𝗺𝗲. But know this, you could have the greatest, most committed people, and the best laid [...]
https://youtu.be/nPjaEYXPXbo By John Capuano, Partner at Simplicity Lone Beacon How do you break through in a commoditized world where everyone shares the same products as you? No one has a different stock market. So, how are YOU positioning, and implementing, the exact same products that every one of your competitors have? [...]
Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence for financial advisors, generating prospects for advisors that lead to loyal clients. In this video, Senior Digital Marketing Manager, Zoe [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We can all agree that since the pandemic, a lot has changed. In the financial advisory world, this is truer than ever as more money is in motion and more people are considering switching advisors than ever before. In Simplicity [...]
