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.
Published Article: How Baby Boomer Clients View Themselves and Their Futures
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. [...]
Failures Are A Critical Part of Success
Success is never a straight line, and it's important not to dwell on the failures and celebrate your successes. Check out John Capuano's latest video to learn why.
TCJ Episode 8: Ranking the Top 5 Hottest Leads for Advisors – Broadcasting Platforms
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing [...]
We Conducted A National Survey of High-Net-Worth Baby Boomers: Here’s What You Can Learn About Marketing to Them
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
Tips to Improve Your Social Media Presence
Having an up-to-date and robust social media presence is an inexpensive and effective way for advisors and institutions to boost their visibility to potential customers and existing clients who may [...]
Do You Know How Recent iOS Changes Will Affect Your Email Marketing?
Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. As such, scoring in the email marketing game has [...]
Big Changes to Email Marketing in iOS 15
By Marcus Roth, Senior Director of Data, Automation & Content The Problem and How The World Is Affected: Apple iOS 15 changes have been officially rolled out and have begun [...]
Lessons From the Masters
It's nearly unheard of to walk out onto Augusta National and be competitive the first time out. It usually takes plenty of rounds and frustrations to even make the cut, [...]
The End-to-End Support Many Advisories are Missing
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales [...]
What’s the Real Value of Your Brand?
BRANDS aren’t just reserved for huge companies....they’re equally important for smaller ones too, and every individual within them. Getting a grip on your brand can make you, your time, and [...]
