By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for a [...]
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting closer to becoming a client... In today’s world where trust between your firm and a potential client is developed over [...]
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 [...]
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, [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way. The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]
https://youtu.be/GwDMhqnCUZk When a prospect is vetting advisors, odds are you're 1 of 3 they're looking at. By utilizing email automation, you can help make sure you're in front of your prospects more than your competitors are, giving you and your firm the upper hand. If you want to know the [...]
https://youtu.be/gJ-wxmFTEkM A fully integrated, sophisticated email automation system is so crucial for financial advisors to have. In fact, advisors who utilize our system close leads 60% faster than advisors who don't. If you want to know the marketing insights that make financial advisories successful, learn how Simplicity Lone Beacon can [...]
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 [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a recent 2024 digital ad spending study by EMARKETER, financial services saw the 2nd largest growth in digital ad spending compared to 2023 (~18% growth). The findings in this study plus the results of our recent advisor case [...]
https://youtu.be/G6aQggOlHy4 Welcome to episode 31 of The Customer Journey! Investing in the experience for your clients and potential clients might seem frivolous, but it's a sure fire way to make your brand memorable and set your firm apart from your competitors. In today's episode, Mike and Greg will be talking [...]
