By John Capuano Five questions (and answers) that may better inform your client communications in the new normal. Understanding consumers' behavior toward media and their buying habits as they relate to financial decisions has never been more important. Eliminating the guesswork regarding people's preferences for content and media choices since [...]
The digital marketing efforts that Simplicity Lone Beacon has implemented through Act-On have helped Madrona Financial Services grow sales by an average of 20% annually. They have also reduced their direct mailing costs by 25% by focusing on more email sends. John Capuano says that Act-On has not only enabled [...]
Dec 7, 2018 By Greg Dinetz Trying to do too much yourself may be stunting your firm’s growth. Many owners of financial advisories take on the role of “Superman” out of necessity. Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t [...]
Apr 27, 2018 By John Capuano and Stephanie Sjoblom As the digital landscape forces traditional media consumption habits to change, it’s more important than ever to employ a “media mix.” Since radio is so routinely used among financial advisors, we want to illustrate how the use of Facebook in concert [...]
Many financial advisors use traditional radio and television broadcast as a cornerstone for their marketing strategies, but bad advice abounds. Written By: Greg Dinetz, Co-Founder at Simplicity Lone Beacon When it comes to marketing and advertising, many financial advisors seemingly chase shiny objects without the benefit of a strategic plan [...]
Facebook is one of the newest platforms in the wild wild west of digital marketing. The potential to capture and convert qualified prospects is enormous, but you must be prepared to strategically compete. (Published as Four Facebook Advertising Lessons for Advisors: https://www.wealthmanagement.com/marketing/four-facebook-advertising-lessons-advisors) Written By: Don Kwak, Digital Marketing Manager at [...]
A look at what modern-day pirates view as valuable resources to mine from your website. Mar 21, 2018 By Kirby Mack, Director of Digital Media A cyberattack can target any firm, no matter the size. Most of the time, a hacker’s main objective is to exploit one of the following [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Simplicity Lone Beacon Media is a sales and marketing company dedicated to the independent financial advisory industry with offices in Boston and Denver. If you’re an independent financial advisor who’s aggressive about carving out your fair share of the market, you’ve got [...]
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
By Mike Schaffman, Director of Marketing at Simplicity Lone Beacon. The digital space affords us many opportunities to do more than we ever thought possible, but it comes with new and unforeseen risks. Recent reports indicate that 74 percent of financial advisors have been the target of a cyberattack. That’s [...]
