ย By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We believe that the two most critical variables when making large business decisions are ๐ง๐ฟ๐๐๐ and ๐๐ฎ๐๐ฒ. This means being authentically and irrefutably believable, AND consciously considering how you can make a decision easy for someone. Today weโre going to [...]
In this week's episode of The Customer Journey, Mike and Greg will talk about the importance timing has when it comes to turning a prospect into a client. The biggest decision a pre-retiree can make is what financial advisor they're going to trust with the nest-egg that they've [...]
Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. ย A few months ago, our client-facing team noticed the monthly open rate for one of our advisor's emails was a bit lower [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share contentโwhether it's videos, articles, webinars, web copy, ads, or other forms of contentโis to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that are in [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets, and Iโm going to share the ๐๐ต๐ฟ๐ฒ๐ฒ ๐บ๐ผ๐๐ ๐ถ๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ ๐น๐ฒ๐๐๐ผ๐ป๐ that every financial advisor and institution needs to know. [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. ย In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and strengthen their brand presence against their competitors. There is a plethora of strategies and insights out there that can help [...]
In our last episode of #TheCustomerJourney, Greg and Mike talked about the different types of prospects that financial advisors encounter and how each should be handled. In today's episode, they'll break down how you can best structure your calls-to-action (CTA) for each of these leads, to give [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To continually optimize advisorsโ email marketing efforts, The email marketing team at Simplicity Lone Beacon conducted a study to discover which email [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]
