By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a personal relationship rather than a true value proposition. If your vendor’s plan is to invest in your personal relationship over investing in improving their own [...]
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it's never been more important to understand your first-party data and use it to strengthen your business. Based on the data we collect and use, we gather close [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered. We’re a sales and marketing company, but what separates us from all others is that [...]
This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as limited. However, it doesn’t have to.
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By Mike Schaffman, VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]
Financial advisors, who's giving you your digital advice? If you’re investing in digital media for lead generation, chances are you know very little about how to decipher and measure results, or whether or not you have a legitimate plan to crack the code of digital marketing. It’s possible that the [...]
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]
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 recognize it or not, we’re all in the digital business and we live in [...]
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]
