What’s the Difference Between PR and Marketing? 

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]

Utilizing the Power of Volunteerism for Your Advisory

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  The term “Marketing” has evolved over the years and now encompasses a wide variety of strategies all geared towards two main goals, creating awareness of your brand and ultimately driving leads. We have also seen an increase in corporate social responsibility (CSR), [...]

Selecting the “Right” Marketing Metrics

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  The term “Data-Driven” can be an intimidating term for anyone in the marketing community. As a financial advisor, understanding and selecting the right marketing metrics to track can significantly enhance your client acquisition efforts and influence your overall business growth. It can [...]

Navigating the Financial Services Landscape: 4 Marketing Mistakes Financial Advisors Should Avoid

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  As we see on a day-to-day basis, the marketing landscape is constantly evolving, and consumer expectations continue to shift. Because of this, it is harder than ever for financial advisors to stand out against competitors, especially when their work and expertise is [...]

Published Article: Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age

  By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we [...]

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