Simplicity Lone Beacon is proud to have several employees who have passed the same financial exams many of our advisors have. We view ourselves not just as a marketing firm, but a comprehensive marketing firm specializing in the financial services vertical. Special knowledge of the financial and insurance products our [...]
At Simplicity Lone Beacon, we’re always questioning our best practices to make them better, keeping up with innovations, and analyzing data to do so. We know “content is king,” so we decided to take a close look at what elements make content effective. We write regular blogs on various financial [...]
While it would be convenient if the average person went from opening their first email to signing up for a financial review, this is very rare. It would be like getting a “yes” after proposing to someone after just one date. The reality is that there is a long buying [...]
Financial Advisory Practice Management Expertise and Insights Simplicity Lone Beacon has first-hand experience deploying business best practices. We've built successful businesses from the ground up. Today, we’re helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. [...]
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 [...]
