By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when a mistake or error occurs. Whether it's internally or externally, they are always looked on as the problem-solvers and are expected [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Copywriting is an art that requires the use of carefully crafted words to communicate a message effectively. One of the most important aspects of writing marketing copy is specific word choice. The words you choose can impact [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. As a financial advisor, you are tasked with helping your clients achieve their financial goals, while also navigating the complex world of investments, taxes, and regulations. However, with the rapid pace of technological advancements, it can be [...]
Tablet search engine system screen By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Like it or not, the titles of your content are not meant for you, they're meant for your audience and search engines. It’s a different story if you’re writing a [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that financial advisors treat the task like they’re being forced to eat their vegetables or take out the trash. On more than [...]
There are two pizza restaurants within a block of my house in Boston. One is always packed and the other is always empty... But why? They have access to the same ingredients, supplies and help, but they’re evidently different. One of the world’s most renowned pizza chefs and [...]
We work with some of the biggest financial advisories and institutions in America and the hardest question to answer is... What are you offering your clients that truly couldn't be found anywhere else? And...is it irrefutable? The financial business is the ultimate commodity. No one has access to [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a [...]
When it comes to the financial advisory business, it can seem like it's all about leads. Leads beget prospects which beget clients for your business. But here’s the thing. Lead generation isn’t the first step, customer service is. Without outstanding customer service that responds to and genuinely engages [...]
We’re so proud to be entering YEAR-10 in Business! We’ve gone from interlopers in the financial space to true thought leaders. Today, we work with the biggest advisories and institutions in America, generate BILLIONS of dollars worth of leads, help guide our clients run more efficient and scalable [...]
