Digital Marketing Strategies
Industry Insights
At Simplicity Lone Beacon, we’ve spent our careers helping big national brands develop digital marketing strategies to activate campaigns locally. Today, we’re creating independent financial advisor digital marketing strategies to capitalize on the tremendous opportunity that exists online, putting your message in the hands of the people you want, delivered in the way only you can, and give you the resources to close those leads.
Financial Advisor Digital Marketing Articles
Evergreen Content: The Cornerstone of a Proactive, Resilient Content Strategy
By Graeme Mills, Team Lead - Copywriter for Simplicity Lone Beacon. In today’s digital-first world, the content your advisory firm puts out is your brand. Whether it’s a blog post, email campaign, ad, video or one-pager, every piece of content is a chance to build trust, demonstrate value and create [...]
How Content Generates Digital “Micro Buy-Ins”
By Graeme Mills, Content Manager for Simplicity Lone Beacon. When it comes to choosing a financial advisor, trust isn’t built overnight. It’s built gradually over time, through repeated interactions. You’re not selling a candy bar; you’re being asked to safeguard someone’s life savings. That’s why the advisory sales cycle is [...]
How To Optimize Financial Advisor Websites For AI Search Overviews
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) As of 2025, AI tools like ChatGPT are increasingly used for general searches, and the trend is accelerating rapidly. AI-powered results are now default on most mobile searches in the U.S., meaning AI-generated answers are the first [...]
How to Navigate Meta’s New Special Ad Category as a Financial Advisor
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. Digital lead generation has been largely misunderstood by much of the financial community and it’s costed us. We at Simplicity Lone Beacon have been innovators in this space and have demystified digital marketing, and have been able to [...]
Why & How Financial Advisors Should Share Timely Content with Their Audiences
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust. And in a world where financial headlines change by the hour and economic shifts seem more dramatic than ever, timely communication with your [...]
Why Attending to All Stages of Your Lead Funnel Helps Your Business
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. When it comes to digital marketing, lead generation is the name of the game. Platforms like Meta and LinkedIn make it easier than ever for financial advisors to generate quality leads that then eventually become clients. However, when your [...]
Five Critical Components for Success in Large Company Projects
By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon Summary: Success in large company projects depends on five key components: proactivity, communication, team comradery, leveraging strengths, and revisiting the end goal. Proactive teams anticipate challenges, conduct risk assessments, and adapt quickly to minimize disruptions. Clear communication ensures [...]
SEO is Dead. Here’s What You Can Do.
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) SEO is dead. This is something proclaimed every year. And depending on which side of the SEO operations you land on, you either scoff at it or cheer it. SEO, Search Engine Optimization, is evolving rapidly with [...]
Apple’s iOS 18.2 Update Changes the Game for Financial Advisor Newsletters – Here’s What You Need to Know
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we do at Simplicity Lone Beacon for our clients, then Apple’s recent iOS 18.2 update will change how your emails are received—whether [...]
Instagram for Financial Advisors
By Zoe Menendez, Senior Digital Media Manager When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and LinkedIn but this limited strategy could mean you’re missing out on valuable impressions and potential clients. In this article, we’re [...]
Turning Digital Ad Spend into Appointments: A Case Study for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One advisor spent most of the past year-and-half struggling to set up appointments from their various events. They tried multiple mail houses, [...]
A Financial Advisor’s Guide to Obtaining Useful, Effective Client Testimonials
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for [...]
Brand Awareness: Why It’s a Key Element of Financial Advisors’ Marketing Strategy
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting closer to becoming a client... In today’s world where trust between your firm and a potential client is developed over [...]
How Consistent Emails Turned a “Dead” Lead into a High-Net-Worth Client
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
Financial Advisors’ Guide to Compliant Testimonial Marketing
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way. The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]
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 ad spending compared to 2023 (~18% growth). The findings in this study plus the results of our recent advisor case [...]
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 and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
The Importance of Having a Social Media Strategy
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. There's no more excuses for financial advisors not to have a social media strategy... and the data proves it. From 2022 to 2023 there was a 3.2% increase in new social media users. If we break that down that’s [...]
The StoryBrand Framework: The Secret to Marketing Success for Financial Advisors
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]
8 Lessons On Creativity Financial Advisories Can Learn From
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) I know what you’re thinking. “Why does a financial advisor have to be creative? Technical knowledge and dedication to clients is paramount. Where does creativity fit into that?” Well, the truth is, advisors who can think outside [...]
4 Principles Of Digital Campaigns To Narrow Target Audiences
By Zoe Menendez, Senior Digital Media Manager. A well-informed financial strategy can make the difference between someone thriving through retirement or struggling through it, yet only 1% of Americans reported having a financial advisor… So why don’t more people make use of one? Financial advisors routinely struggle to make [...]
Financial Advisors: Is It Time To Change?
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon If you desire change, then know that you’re responsible and should feel empowered to make that happen. Remember, change is not just about doing something different; it’s about a well-calculated approach toward modifying your perception, behavior, and [...]
Crafting an Effective Press Release: Best Practices for Independent Financial Advisors
By Graeme Mills, Content Manager for Simplicity Lone Beacon. In the world of financial advisors, making improvements to your business, personnel, or self, creating institutional partnerships, and engaging in your community can be effective ways to stand out from the crowd. But who will know unless you tell people? One [...]
Takeaways from a Financial Advisor’s Successful Video Marketing Strategy
By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon A financial advisor came to us looking to expand his firm’s brand awareness, aiming to connect personally with his target audience. With his firm, we assessed how traditional media outlets such as radio and television could help achieve this [...]
