By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Simplicity Lone Beacon Emersion sequences, otherwise [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team [...]
By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]
By Diana Salvucci, Simplicity Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information. It’s not very often we see a Rolodex on a desk today, and there are reasons for that. With the option for evolving technologies and [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Is your revenue slowing down along with your customer’s journey? Personal financial advice is one of the hardest and largest purchasing decisions a consumer will make. And it gets even harder when most retirees and pre-retirees [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you are a financial advisor looking to convert clients by getting the best leads, ask yourself, “is LinkedIn the right place to look for highly qualified leads?” The answer to this question is often both yes and no. Yes, you [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In part two of this series on benefits-driven copywriting for financial advisors I am going to dive into specific examples of what good benefits-driven writing looks like for independent financial advisors, how to convey benefits quickly, and [...]
By Marcus Roth, Senior Director of Data, Automation & Content All outward-facing copy on web pages and emails need to be written in the perspective that the reader has incredibly limited time and attention to give to the work. From this lens, many tenets of good copywriting can be illuminated [...]
Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]
Simplicity Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Simplicity Lone Beacon and SHP Financial partnership [...]
