NEWS, BLOG, AND VLOG
Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.
Finding Your Digital, Competitive Edge
Did you know that Email is the #2 Online Activity for Baby Boomers and Seniors? It’s simple: Your clients and prospects prefer to communicate via email. To help independent [...]
Are You Prepared to Compete for Today’s Prospects?
Are you prepared to compete for today’s prospects? Retirees look a lot different today than they did even just 30 years ago. People retiring back then had pensions, didn't [...]
Advisors: How to maximize your marketing
By John Capuano, Co-Founder, Simplicity Lone Beacon Media If you knew that your ideal close-to-retirement prospects are spending an average of 19 hours per week online, would you be [...]
The Financial Emotional Rescue
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s [...]
How Advisors Can Act on Real Media Consumption
By John Capuano, Co-Founder, Simplicity Lone Beacon Media As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? [...]
