SWOT Analysis for Financial Advisors "We are fortunate to work with talented entrepreneurs who have built some of the most successful advisories around the country. Part of our best practices is to perform the Simplicity Lone Beacon version of a SWOT analysis and it’s amazing what we uncover. [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon. In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? Read more: https://www.investmentnews.com/industry-news/opinion/let-hard-data-not-gut-instinct-define-your-ideal-client-profile-72467 Posted on InvestmentNews.com
Do you think you know who your best prospects are? Last year on average, Simplicity Lone Beacon helped its advisors identify 10 of their hottest prospects every month. That’s about $60 Million in Assets! And, here’s how we did it: Content Creation: We create thoughtful content designed for your prospects using world class [...]
Does your FMO suggest using a cookie-cutter radio show and tell you to use guests like Peter Frampton and Carrie Underwood because they will deliver leads? No one ever took financial advice from a Grammy winner, so why fill precious time on your show with wasted content? We’ve produced over one billion [...]
Understanding how to best utilize technology and the digital space can be transformational for your practice. By John Capuano, Co-Founder, Simplicity Lone Beacon Media Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything [...]
Are you ready to make 2017 your best year ever? Then it's time to put the financial industry's premiere concierge marketing firm to work, for you. At Simplicity Lone Beacon Media, we mobilize all of our sales and marketing expertise for one sole purpose: TO GROW YOUR BUSINESS. Unlike [...]
At Simplicity Lone Beacon Media, we are keenly aware that time is money. That's why our advisors know how to use lead response time to their advantage to beat the competition. With careers spent marketing and selling to the 50+ demo, we understand the direct correlation between response time and conversion. [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media The first thing I learned in the world of business is that everybody is in sales. When we started our company, I was surprised to learn that the advisories we were working with didn’t have organized sales strategies. Many have never been [...]
As a business owner, every decision you make has an effect on your firm's bottom line. For starters, we want to address your firm's basic needs, like having an internal sales department. Often times, independent financial advisors find themselves so busy that they don't have enough time in their day [...]
Is it time to review your FMO? Most likely, you already have some general understanding on what an FMO (Field Marketing Organization) does. But, with hundreds of organizations to choose from, how do you find the one that's right for your firm? And, if you're currently working with an FMO, [...]
