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.
Financial Advisors, What’s Your First Impression Like?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the [...]
Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one of [...]
Welcome Email Sequences Reduce Sales Cycles for Financial Advisories
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 [...]
Published Article: The Customer Journey and its Impact on Your Revenue
Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared [...]
Do You Truly Understand Your User?
“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon If you did a Google search [...]
The Missing Link to Sales Success for Your Financial Advisory Firm
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 [...]
Published Article: If You Want to Achieve a Big Goal, Start at the End
By Simplicity Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are [...]
Why YouTube is Your Answer to Connecting with New Clients
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 [...]
The Most Effective Way for Financial Advisors to Brainstorm Content – The Content Matrix
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 [...]
If You Want to Achieve a Big Goal, Start at the End
By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work [...]
