By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that are in [...]
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 advisors’ 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 [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical. The convenience-based prospects really don’t want, or care, to know HOW the financial world [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor in the digital age, transforming your financial and economic expertise into compelling content is an essential skill that can be the difference between gaining market share in new advertising channels and floundering along with the pack. Compelling [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and educate their audiences. That said, it is crucial for advisors to be authentic and understand that each video must have a [...]
Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two years, we've been on a mission to explore all our emersion welcome sequences to find out what really works for advisors [...]
