By John Capuano, Co-Founder of Simplicity Lone Beacon Financial advisors would close more business if they could better address how prospects could break up with their current advisor. But breaking up is hard to do. A recent Nasdaq study says since 2020, 47 percent of people using an [...]
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors. Setting up efficient workflows is the key to thriving in today’s ever-changing [...]
Not every prospect is the same. As a financial advisor, you must know how to identify the different kinds of prospects so you can adjust your processes/conversations to give them the best experience. In the most recent episode of The Customer Journey, Greg and Mike will identify [...]
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in enhancing lead generation, client acquisition, and overall business growth. As the world modernizes, the age-old debate of whether to invest in [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Here are 𝗳𝗼𝘂𝗿 𝘁𝗵𝗶𝗻𝗴𝘀 that every financial advisory and institution needs to embrace in the modern era of marketing… #𝟭 – 𝗬𝗼𝘂𝗿 𝗪𝗲𝗯𝘀𝗶𝘁𝗲 This is not a “set it and forget it” thing. Even a small firm should get hundreds [...]
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. To continually optimize our email marketing efforts, Simplicity Lone Beacon embarked on a challenge to discover which email subject lines are [...]
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 John Capuano, Co-Founder of Simplicity Lone Beacon Hey - Every Financial Advisory: It’s 2024... You can close more clients with a sound digital campaign than 𝗮𝗻𝘆 𝗼𝘁𝗵𝗲𝗿 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. How do I know this? Because we’ve been doing it for over 10 years. And here’s exactly how [...]
By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of them to the success or failure. In other words, data [...]
