https://youtu.be/NzNgbs6W4Ew Welcome back to another episode of The Customer Journey! In this episode, Greg and Mike will talk about the importance of data analytics for financial advisors. Reaching the right people, at the right time, and in the right ways is critical in helping advisors fully optimize their sales infrastructure. [...]
https://youtu.be/nPjaEYXPXbo By John Capuano, Partner at Simplicity Lone Beacon How do you break through in a commoditized world where everyone shares the same products as you? No one has a different stock market. So, how are YOU positioning, and implementing, the exact same products that every one of your competitors have? [...]
By Zoe Menendez, Senior Digital Media Manager. There's no more excuses for financial advisors not to have a social media strategy... and the data proves it. From 2022 to 2023 there was a 3.2% increase in new social media users. If we break that down that’s 410,00 new users daily. That’s [...]
Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg will talk about how important post-event email nurturing is for advisors in capturing the leads generated from their events. This foundational element of a marketing strategy is a tool financial advisors must use [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) I know what you’re thinking. “Why does a financial advisor have to be creative? Technical knowledge and dedication to clients is paramount. Where does creativity fit into that?” Well, the truth is, advisors who can think outside [...]
Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence for financial advisors, generating prospects for advisors that lead to loyal clients. In this video, Senior Digital Marketing Manager, Zoe [...]
By Zoe Menendez, Senior Digital Media Manager. A well-informed financial strategy can make the difference between someone thriving through retirement or struggling through it, yet only 1% of Americans reported having a financial advisor… So why don’t more people make use of one? Financial advisors routinely struggle to make [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We can all agree that since the pandemic, a lot has changed. In the financial advisory world, this is truer than ever as more money is in motion and more people are considering switching advisors than ever before. In Simplicity [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon For someone planning for retirement, the amount of information out there can seem overwhelming and it makes it hard for a financial advisor to break through to them. Plus, consider the fact that today's consumers act and think differently than [...]
