“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]
The Basic Facts: The Eye is the first and only web-based reporting software that integrates all of an advisory's marketing. The Eye allows Simplicity Lone Beacon to mine and learn from the data we have, resulting in better decisions that give our advisors a competitive edge. The Eye is available [...]
Immersion to Conversion Webinar: How Elite Advisors Generate & Close Digital Business As industry leading experts, Simplicity Lone Beacon helps elite financial advisors across across the country grow their business with proven marketing strategies focused on the various touchpoints of a prospects journey to becoming [...]
The fate of in-person seminars is constantly evolving which means your marketing efforts also need to evolve. Let’s compare the cost of marketing 12 in-person seminars two different ways: Marketing 12 seminars with direct mailers cost $33,000. Marketing 12 seminars through digital platforms cost $14,120. That’s a pretty big cost [...]
In this short 4 minute video, John Capuano - Co-Founder of Simplicity Lone Beacon - breaks down the "Core 4" digital marketing techniques we use for each of our clients. These Core 4 techniques can help any independent advisor generate more business leads than traditional marketing alone!
Imagine you’re casually browsing a company’s website on your phone. You get an email, open it, and all of a sudden you’ve forgotten about that company’s products. You may not return to their website on your own, but you might when you see an ad for that company while browsing [...]
Amidst global financial crisis and unprecedented obstacles, Simplicity Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed during this period of widespread social distancing, but the need for steadfast financial help [...]
