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.
What Sets You Apart From the Pack?
It’s not easy for a financial advisory or institution to separate themselves from the pack. They have similar goals and offerings, and all share the same stock market...so how do [...]
Got First Party Data?
If your business isn't collecting first party data, you're falling behind many of your competitors. Understanding first party data today could save your business tomorrow. Check out John Capuano's 1-minute [...]
What Does Google’s Ad Changes Mean for Your Marketing Campaign?
By Simplicity Lone Beacon Digital Media Manager Craig Foster A few months back, Google announced that on June 30, 2022, advertisers will no longer be able to create or edit [...]
When You Try to Reach Everybody, You Reach Nobody
Most marketers are afraid to miss any potential prospects and therefore cast a wide net, trying to capture everybody. The problem is, when you try to reach everybody, you reach [...]
Thirty is the New Sixty
By Simplicity Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm. Why do we schedule hour-long meetings? I think it’s because Outlook and every other scheduler [...]
Understanding the Latest Trends in Financial Services Marketing
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space [...]
2 Years = Blink of an Eye
It seems like many of us have been marking time in "COVID terms”. As we enter our THIRD year of this insanity we realize how fast time goes by...and more [...]
Published Article: How Advisors can Optimize Event Marketing
By Simplicity Lone Beacon VP of Sales & Marketing Mike Schaffman & Act-On Software CMO David Greenberg In-person events are an effective marketing and sales tool to connect with existing [...]
Your Most Important Client is Right in Front of You
The notion of status quos is not in the cards for us and the flywheel for growth only gains momentum. The fuel for the flywheel: OUR STAFF. Our company’s growth [...]
The 2022 Editions of the Little Red Book of Retirement eBook Series Are Here!
Are you looking for a way to get new leads, re-engage your current database and break away from your competitors? Maybe you’ve thought about writing a book, but you don’t [...]
