Simplicity Lone Beacon

The use of artificial Intelligence is a white-hot topic, and it’s shaping up to be 𝗲𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗹𝘆 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝘁𝗶𝗮𝗹 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝘀𝗽𝗮𝗰𝗲. And it’s something we at Simplicity Lone Beacon have been honing for years, staying a step ahead on behalf of the financial advisors we work with. In this short clip from our recent OneCast, John Capuano and Greg Dinetz discuss how AI is transforming productivity and efficiency for financial advisors—helping them save time, streamline processes, and deliver even greater value to their clients.

Brand awareness amongst your prospects is one of the key factors that can 𝗺𝗼𝘃𝗲 𝘁𝗵𝗲𝗺 𝗱𝗼𝘄𝗻 𝘆𝗼𝘂𝗿 𝘀𝗮𝗹𝗲𝘀 𝗳𝘂𝗻𝗻𝗲𝗹 𝗮𝗻𝗱 𝗰𝗹𝗼𝘀𝗲𝗿 𝘁𝗼 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝗮 𝗰𝗹𝗶𝗲𝗻𝘁. In today’s world, where trust between your firm and potential clients 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝘀 𝗴𝗿𝗮𝗱𝘂𝗮𝗹𝗹𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀, the need for what’s called “brand awareness ads” has never been greater. In this article, Zoe Menendez, Senior Digital Media Manager, explores what brand awareness ads are and how they empower financial advisors to establish credibility, stay top-of-mind with prospects, and ultimately convert more clients!

Investing in the experience for your clients and potential clients might seem frivolous, but it’s a 𝐬𝐮𝐫𝐞𝐟𝐢𝐫𝐞 𝐰𝐚𝐲 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐲𝐨𝐮𝐫 𝐛𝐫𝐚𝐧𝐝 𝐦𝐞𝐦𝐨𝐫𝐚𝐛𝐥𝐞 and set your firm apart from your competitors. In this episode of The Customer Journey, Greg Dinetz and Mike Schaffman share personal experiences they’ve had with brands they love and explore how these lessons can help you create exceptional experiences for your clients and prospects. Discover actionable insights to elevate your financial advisory firm and leave a lasting impression.

Many financial advisors want to use testimonials in their marketing but are unsure how to do so in a compliant and impactful way... Testimonials are incredibly persuasive—hearing how a product or service helped a customer in their own words is 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗽𝗲𝗿𝘀𝘂𝗮𝘀𝗶𝘃𝗲 𝘄𝗮𝘆𝘀 𝘁𝗼 𝘀𝗵𝗼𝘄 𝗵𝗼𝘄 𝗮 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗼𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗰𝗮𝗻 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗮 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁. In this article, Simplicity Lone Beacon's Content Manager, Graeme Mills, explore how financial advisors can effectively leverage testimonials to build trust and attract new clients while staying fully compliant with industry regulations.

When a prospect is vetting advisors, chances are you’re 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐫𝐞𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬 they’re looking at... In this short clip from a recent episode of 𝑇ℎ𝑒 𝐶𝑢𝑠𝑡𝑜𝑚𝑒𝑟 𝐽𝑜𝑢𝑟𝑛𝑒𝑦, Greg Dinetz and Mike Schaffman reveal how leveraging email automation can help you easily stay in front of prospects more consistently than your competitors—in an efficient way—𝐠𝐢𝐯𝐢𝐧𝐠 𝐲𝐨𝐮 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐟𝐢𝐫𝐦 𝐭𝐡𝐞 𝐮𝐩𝐩𝐞𝐫 𝐡𝐚𝐧𝐝!

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.” In Simplicity Lone Beacon’s recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on 𝗵𝗼𝘄 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗰𝗮𝗻 𝗳𝗶𝗻𝗱 𝗮 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘁𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗮𝗺𝗼𝘂𝗻𝘁 𝗼𝗳 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 to prospects that will eventually lead to them making decisions.

A recent EMARKETER study revealed that digital ad spending in financial services surged by nearly 𝟭𝟴% 𝗼𝘃𝗲𝗿 𝘁𝗵𝗲 𝗽𝗮𝘀𝘁 𝘆𝗲𝗮𝗿, marking the second-highest growth across all industries... The findings, coupled with insights from our recent in-depth advisor case study, show that digital is the future for scaling financial advisors' growth. In this article, Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts, reveals three key insights from our case study, showcasing the compounding success advisors can achieve when they commit to consistently investing in digital. Follow the link to read more. https://lnkd.in/eqNxzXhu

In this episode of The Customer Journey, Greg Dinetz and Mike Schaffman discuss the 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝗰𝗲 𝗼𝗳 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀. Reaching the right people, at the right time, and in the right ways is critical in helping advisors fully optimize their sales infrastructure. But it’s easier said than done... Tune in to this episode and discover how data and timing go hand in hand!

For years, companies had to have multiple agencies each handling various tasks. But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken over... In this article, Lone Beacon Operations Manager Ben Kulis breaks down the key differences between marketing and public relations and explore how each can benefit advisors in different ways. https://lnkd.in/eBYtXSbi

We’ve helped a lot of firms grow over the years, and we’ve grown too! At the heart of this success are three foundational elements: 𝐏𝐞𝐨𝐩𝐥𝐞, 𝐏𝐫𝐨𝐜𝐞𝐬𝐬, 𝐚𝐧𝐝 𝐎𝐮𝐭𝐜𝐨𝐦𝐞. But even with the most dedicated people and well-designed processes, none of it truly matters 𝐢𝐟 𝐲𝐨𝐮 𝐝𝐨𝐧’𝐭 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞 𝐝𝐞𝐬𝐢𝐫𝐞𝐝 𝐨𝐮𝐭𝐜𝐨𝐦𝐞... In this video, we'll explore how to effectively harness these three elements to drive success and ultimately grow your advisory!