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.
How Financial Advisors Can Build Trust with “Micro Buy-Ins”
https://youtu.be/ZJJV_El3rpY Today's consumers are hit with so much information that they get information overload... It takes over their thought process and decision-making comes to a halt due to "choice paralysis." [...]
Consistent Spending on Digital Boosts Marketing Success for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a recent 2024 digital ad spending study by EMARKETER, financial services saw the 2nd largest growth in digital [...]
TCJ Episode 31: Experience is Everything
https://youtu.be/G6aQggOlHy4 Welcome to episode 31 of The Customer Journey! Investing in the experience for your clients and potential clients might seem frivolous, but it's a sure fire way to make [...]
Why We’re In a Trust Recession
https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices [...]
Want A Successful Advisory? Focus on the People, Process, and Outcome
https://youtu.be/vAl0YTG_ayk By John Capuano, Partner at Simplicity Lone Beacon We’ve helped a lot of firms grow over the years, and we’ve grown too. The three foundational elements that fuel growth [...]
What’s the Difference Between PR and Marketing?
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed [...]
TCJ Episode 30: Why Data and Timing Go Hand in Hand
https://youtu.be/NzNgbs6W4Ew Welcome back to another episode of The Customer Journey! In this episode, Greg and Mike will talk about the importance of data analytics for financial advisors. Reaching the right [...]
Breaking Through in a Commoditized World
https://youtu.be/nPjaEYXPXbo By John Capuano, Partner at Simplicity Lone Beacon How do you break through in a commoditized world where everyone shares the same products as you? No one has a different [...]
The Importance of Having a Social Media Strategy
By Zoe Menendez, Senior Digital Media Manager. There's no more excuses for financial advisors not to have a social media strategy... and the data proves it. From 2022 to 2023 [...]
TCJ Episode 29: Maximizing Your Event ROI with Email Nurturing
Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg will talk about how important post-event email nurturing is for advisors in capturing [...]
