By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most important aspects is helping to grow and develop the teams I work with. What I learned in these roles is [...]
By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare and explosive user growth. Threads hit over 100 million users in just 5 days making it the fastest growing social [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up. Creating great experiences enables the customer advocacy phase of their [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow women in the financial space and I can say from experience that it can be like navigating a "boy's club" at [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's no surprise that clients expect an assurance that their savings are in capable, professional hands, and that any arising issues will [...]
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns.” As I wrote, a boosted post strategy is a cost-effective way to increase [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Have you recently had results from your lead generation campaigns that were disappointing? Maybe the campaign didn’t produce many leads or your cost per lead could have been higher than estimated or the quality of the leads was not what [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. An older friend of mine recently shared an insightful experience about switching financial advisors. This interaction sparked the idea for three separate articles I felt were worthy of publication. Interestingly, the decision was not propelled by [...]
