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
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, [...]
The Value of First-Party Data
https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why every financial advisor [...]
Hyper-Personalization is a Marketing Necessity in 2025
https://www.youtube.com/watch?v=6wTE_6Kn6jY We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it... But there's more to it for financial advisors in 2025. Hyper-personalization is increasingly necessary for financial advisors, meaning people don't just want to [...]
Using AI to Empower Productivity
https://www.youtube.com/watch?v=SlzlyRdQRQs 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. The [...]
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 [...]
It’s About Time
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that new initiatives take time. Too often we see people lose patience or get distracted and scrap good plans too quickly, start [...]
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 [...]
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." In Simplicity Lone Beacon's recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on how financial advisors can [...]
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 [...]
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 are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]
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 are: 𝗣𝗲𝗼𝗽𝗹𝗲, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗢𝘂𝘁𝗰𝗼𝗺𝗲. But know this, you could have the greatest, most committed people, and the best laid [...]
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 [...]
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 stock market. So, how are YOU positioning, and implementing, the exact same products that every one of your competitors have? [...]
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 [...]
The Simplicity Lone Beacon Ad Creation Process
Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence for financial advisors, generating prospects for advisors that lead to loyal clients. In this video, Senior Digital Marketing Manager, Zoe [...]
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: There’s More Money In Motion Than Ever Before!
By John Capuano, Co-Founder of Simplicity Lone Beacon We can all agree that since the pandemic, a lot has changed. In the financial advisory world, this is truer than ever as more money is in motion and more people are considering switching advisors than ever before. In Simplicity [...]
3 Consumer Trends Every Financial Advisor Should Know
By John Capuano, Co-Founder of Simplicity Lone Beacon For someone planning for retirement, the amount of information out there can seem overwhelming and it makes it hard for a financial advisor to break through to them. Plus, consider the fact that today's consumers act and think differently than [...]
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 [...]
