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.
Are You In a “Buddy Buy” Relationship?
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 [...]
How to Craft Headlines That Generate Results
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. [...]
4 Ways ChatGPT Can Help Financial Advisors Today
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 [...]
First-Party Data: A Resource Worth Mining
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 [...]
Is Your Customer’s Journey a Captivating Experience?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. When trying to evaluate and enhance your customer’s journey, you’re faced with thousands of data points that [...]
Published Article: Financial Advisors on TikTok: Can It Work?
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com If you’ve kept up in the world of social media, you’ve likely heard a lot of talk [...]
How Do AI-Generated Ads Compare to Human-Written Ads?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Everywhere you look these days you see people talking about Artificial Intelligence or AI. They talk about the use [...]
4 Questions Every Financial Firm Should Know the Answers to
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 [...]
Are You Alone? 5 Easy Ways You Can Secure Your Own Email
Picture this: It’s late at night, you’re binge-watching Ozark on Netflix, but thanks to that whole pizza you just finished off, you’re in a food coma. You start to [...]
The Importance of Correctly Titling Your Marketing Content
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 [...]
