Digital Marketing Strategies

Published Article: How Financial Advisors Can Connect with Gen X

By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, [...]

Close More Clients With a Sound Digital Marketing Campaign

By John Capuano, Co-Founder of Simplicity Lone Beacon Hey - Every Financial Advisory: It’s 2024... You can close more clients with a sound digital campaign than 𝗮𝗻𝘆 𝗼𝘁𝗵𝗲𝗿 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. How do I know this? Because we’ve been doing it for over 10 years. And here’s exactly how [...]

Published Article: What is Most Important to Digital Marketing Campaigns

By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of them to the success or failure. In other words, data [...]

Tracking Client and Prospect Engagement: Finding Leads You May Have Missed

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]

Insights Financial Advisors Need to Connect with Gen X

By Craig Foster, Director of Digital Media. Generation X, or Gen X, is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, and what marketing strategies can work to [...]

Published Article: Take The Time To Adopt Your Client’s Perspective

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]

The 7 Trust Commandments

By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than anything when it comes to closing and retaining business; 𝗧𝗥𝗨𝗦𝗧 and 𝗘𝗔𝗦𝗘. It's important to understand [...]

Email Marketing and Copy Writing for Financial Advisors: When to Use Long-Form Content

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical. The convenience-based prospects really don’t want, or care, to know HOW the financial world [...]

Gut vs Data

By John Capuano, Co-Founder of Simplicity Lone Beacon Whenever someone tries to make a point by saying things like: “I feel like 𝗯𝗹𝗮𝗻𝗸...”, “It seems like 𝗯𝗹𝗮𝗻𝗸...”, or “Every time I 𝗯𝗹𝗮𝗻𝗸....”, I ask the question: “𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝘄𝗵𝗮𝘁?” We study consumer behavior trends for financial advisories and institutions, and as [...]

Unlocking Sales and Marketing Success for Financial Advisors: A Case Study

By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry advisors across the country are always looking for new ways to bring in more quality leads. I hear financial advisors saying that they need better marketing, more leads, the “quickest” way to get them. What they [...]

Execution is All About Behavior

By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the best financial advisories and institutions in America, and the thing that separates the good from the great is their ability to execute. Anybody can SAY they’re going to do anything...but at the end [...]

Bundle Up…Your Marketing

By John Capuano, Co-Founder of Simplicity Lone Beacon If you haven’t figured out how to bundle your marketing platforms and messages...you’re wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions use different people or firms to execute multiple marketing channels via separate silos. [...]

How Financial Advisors Can Elevate Their Marketing Operations in 2024

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a year of growth and success. The financial advisory landscape is constantly evolving, and staying ahead of the curve is essential [...]

Facebook Ads Benchmarks for Independent Financial Advisor Marketing

By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your clients? As digital marketers for financial advisors, we surely have. When testing the comparative performance of your campaigns versus “the field”, [...]

Cracking the Code of Dinner Event Emails: Key Findings from an Extensive Review

Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past 7 months, our email team conducted an extensive review of our advisors' Complimentary Dinner Event emails to find out [...]

Three Keys to a Successful Digital Brand for Advisors

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]

Investing in People: The Importance of Hiring and Developing Staff in Financial Advisory Firms

Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are looking for answers and help in achieving financial stability now and in retirement. But the reality is you can’t do it alone. [...]

Harnessing the Power of Employees: Transforming Them into Brand Advocates

By Ben Kulis, Simplicity Lone Beacon's Operations Manager In today's connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While digital marketing, social media, and influencer partnerships are all essential components of a robust brand strategy, one often overlooked asset could [...]

How to Transform Your Financial Knowledge into Compelling Content

By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor in the digital age, transforming your financial and economic expertise into compelling content is an essential skill that can be the difference between gaining market share in new advertising channels and floundering along with the pack. Compelling [...]

Addressing the Where and What of Your Social Media Strategy

By Craig Foster, Director of Digital Media. In the past I’ve written about the importance of social media posting, “The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy” and how boosting those posts, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns” [...]

Two Ways to Jumpstart Your Video Marketing Strategy

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and educate their audiences. That said, it is crucial for advisors to be authentic and understand that each video must have a [...]

Desire Versus Deserve. Business and Sports Are the Ultimate Meritocracies

By John Capuano, Co-Founder of Simplicity Lone Beacon Business and Sports Are the Ultimate Meritocracies We’ve worked with some of the most successful financial advisories in America...and for every one we’ve worked with, we’ve met with 50 more. And to their credit, nearly every one of them has desired to [...]

Immersion Sequence Breakdown – A Deep Dive into What’s Working for Advisors

Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two years, we've been on a mission to explore all our emersion welcome sequences to find out what really works for advisors [...]

Leveraging LinkedIn: An Advisor’s Guide to Digital Networking

By Ben Kulis, Simplicity Lone Beacon's Operations Manager In the digital age, having a professional online presence is essential for any business leader, especially for Advisors. LinkedIn, the professional's social network, offers unparalleled opportunities for advisors to network, build their company’s brand, and stay up to date with the latest [...]