Simplicity Lone Beacon BLOG
At Simplicity Lone Beacon, we pride ourselves on pushing the boundaries to bring marketing and sales best practices to the financial advisory industry. Our blog is a dedicated space for our published articles and blog posts on marketing and sales insights for financial advisors. We regularly post on financial marketing and sales strategy, guides and best practices, key trends in the industry, and more, to help you maximize your efforts in generating leads and improving ROI.
Simplicity OneCast: Marketing Trends – A Look Back at 2024 and a Preview for 2025
Simplicity Lone Beacon Co-Founders Greg Dinetz and John Capuano will talk about the items that were most impactful in the past year and take a look forward into new [...]
Simplicity OneCast: A Decade of Sales, Marketing, and Operational Insights
Join Simplicity Group Partners John Capuano and Greg Dinetz as they explore actionable strategies for advisory growth, drawn from a decade of data, analyzation, and experience.Speakers will also include special [...]
Simplicity OneCast: Trust Recession
How is "The Trust Recession" affecting your business? In our exclusive CLIENT-ONLY OneCast, John Capuano and special guest Jason Jenkins, Executive Vice President of Sales Training at Simplicity Group, [...]
A Financial Advisor’s Guide to Obtaining Useful, Effective Client Testimonials
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. [...]
Brand Awareness: Why It’s a Key Element of Financial Advisors’ Marketing Strategy
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting [...]
It’s About Time
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that new [...]
How Consistent Emails Turned a “Dead” Lead into a High-Net-Worth Client
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to [...]
Financial Advisors’ Guide to Compliant Testimonial Marketing
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant [...]
The Power of Email Automation
https://youtu.be/GwDMhqnCUZk When a prospect is vetting advisors, odds are you're 1 of 3 they're looking at. By utilizing email automation, you can help make sure you're in front of your [...]
The Data Shows Email Automation Can Work for Advisors
https://youtu.be/gJ-wxmFTEkM A fully integrated, sophisticated email automation system is so crucial for financial advisors to have. In fact, advisors who utilize our system close leads 60% faster than advisors who [...]
