Are You In a “Buddy Buy” Relationship?

By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask?  It’s when you’re purchasing a product or service based on a personal relationship rather than a true value proposition. If your vendor’s plan is to invest in your personal relationship over investing in improving their own [...]

2023-04-28T14:22:00+00:00April 25, 2023|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

4 Questions Every Financial Firm Should Know the Answers to

By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered.  We’re a sales and marketing company, but what separates us from all others is that [...]

2023-03-31T13:27:44+00:00March 30, 2023|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

Published Article: Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age

  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 [...]

Data Isn’t The Holy Grail of Business Until You Know How to Use It

  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 [...]

2022-11-23T15:50:22+00:00November 23, 2022|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note

  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 recognize it or not, we’re all in the digital business and we live in [...]

2022-11-18T20:23:39+00:00November 18, 2022|Blogs, Management|

Do You Truly Understand Your User?

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon  If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]

The Missing Link to Sales Success for Your Financial Advisory Firm

  Written By: Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon  Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for [...]

2022-09-21T18:56:15+00:00September 21, 2022|Advertising, Blogs, Lead Generation, Management, Marketing, Sales|

If You Want to Achieve a Big Goal, Start at the End

  By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]

2022-08-30T21:27:18+00:00August 30, 2022|Blogs, Digital Marketing, Management, Marketing, Sales|
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