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 [...]
Written By: Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for [...]
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 Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already [...]
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 [...]
I talk to many of the country’s most successful financial advisory firms, and the ability to scale is at the top of their lists. Are you taking the right steps to scale your firm?
We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...
