Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?

  By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to [...]

Why Are We All So Confused About The Job Market?

When I entered the job market in 1986, someone told me that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And I get it, if you were from a generation who had jobs for life, that seemed short. The reality is that job [...]

2023-01-12T18:06:55+00:00October 6, 2022|Blogs, John Capuano, Marketing, Videos, Vlogs|

Welcome Email Sequences Reduce Sales Cycles for Financial Advisories

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Simplicity Lone Beacon Emersion sequences, otherwise [...]

Published Article: The Customer Journey and its Impact on Your Revenue

  Properly defining your target market and leveraging data to engage them are more important than ever.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com   The financial industry is very much in-tune with the correlations that exist between the stock market and [...]

2024-03-25T21:34:29+00:00September 29, 2022|Advertising, Marketing, Published Articles, Sales, WealthManagement.com|

Do You Truly Understand Your User?

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon  If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]

TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans

  When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]

2022-12-20T21:55:22+00:00September 27, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ, Videos, Vlogs|

TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals

  On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]

2022-12-20T21:55:05+00:00September 22, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ, Videos, Vlogs|

The Missing Link to Sales Success for Your Financial Advisory Firm

  Written By: Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon  Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for [...]

2022-09-21T18:56:15+00:00September 21, 2022|Advertising, Blogs, Lead Generation, Management, Marketing, Sales|

Published Article: If You Want to Achieve a Big Goal, Start at the End

  By Simplicity Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving [...]

2024-03-25T21:36:07+00:00September 19, 2022|Advertising, Marketing, Published Articles, WealthManagement.com|

Why YouTube is Your Answer to Connecting with New Clients

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 [...]

Go to Top