By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already [...]
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 [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com It all comes down to putting in the work to make it succeed. These days, it’s hard to get away from the chatter about “scaling your practice.” It’s a huge driver of the “fear of missing [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Is your revenue slowing down along with your customer’s journey? Personal financial advice is one of the hardest and largest purchasing decisions a consumer will make. And it gets even harder when most retirees and pre-retirees [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com Attention, financial industry—it’s time to invest in your own future! You might have noticed your prospects and clients are glued to smartphones. So, why is the industry that wants people to invest “for the long term” so quick to [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you are a financial advisor looking to convert clients by getting the best leads, ask yourself, “is LinkedIn the right place to look for highly qualified leads?” The answer to this question is often both yes and no. Yes, you [...]
These days, it’s hard to get away from the chatter about “scaling your practice”. It’s a huge driver of the “fear of missing out” for so many business owners. The reality is that it takes a lot of hard work, time, resources, and ingenuity to become successful at it. Scaling is [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In part two of this series on benefits-driven copywriting for financial advisors I am going to dive into specific examples of what good benefits-driven writing looks like for independent financial advisors, how to convey benefits quickly, and [...]
Simplicity Lone Beacon works with some of the biggest financial advisory offices and institutions across the country, but whether your business is big or small, it’s crucial to have a great looking and functional website that not only helps you put your best digital foot forward to those who visit, [...]
