Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]
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 Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Everywhere you look these days you see people talking about Artificial Intelligence or AI. They talk about the use of programs like ChatGPT to write articles, school papers, and more. And that brings up the question for financial advisors [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Do you have a radio or a TV show? Are you running ads on radio and TV programs? Are you not seeing the results that you expected from them? If you’re not seeing the results, the reason may not be [...]
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 [...]
