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 [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]
By: Kirby G Mack (Vice President of Digital Media) Historically, chicken wings were the less desirable, cheap alternative meal due to the lack of meat, chewy cartilage, and higher fat content. But in the 1960s that all changed. In 1964 at the Anchor Bar in Buffalo, New York, co-owner Teressa [...]
By Craig Foster, Director of Digital Media. Generation X, or Gen 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, and what marketing strategies can work to [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than anything when it comes to closing and retaining business; 𝗧𝗥𝗨𝗦𝗧 and 𝗘𝗔𝗦𝗘. It's important to understand [...]
Do you want to have a better handle on your financial advisory's client and prospect engagement? Tracking and analyzing these metrics is critical to making the most of your campaigns. On this week's episode of The Customer Journey, Mike and Greg discuss tracking client and prospect engagement. [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical. The convenience-based prospects really don’t want, or care, to know HOW the financial world [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Whenever someone tries to make a point by saying things like: “I feel like 𝗯𝗹𝗮𝗻𝗸...”, “It seems like 𝗯𝗹𝗮𝗻𝗸...”, or “Every time I 𝗯𝗹𝗮𝗻𝗸....”, I ask the question: “𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝘄𝗵𝗮𝘁?” We study consumer behavior trends for financial advisories and institutions, and as [...]
