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
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Want More Clients? Build Stronger Connections with Your Prospects
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We live in a world where no matter what age, profession, or demographic you are, your day is riddled with constant emails, texts, phone calls, news alerts, social media posts, advertisements, and the list goes on. According to a recent [...]
The Image, the Content, or the Targeting – Which is Most Important to Digital Marketing Campaigns?
By Craig Foster, Director of Digital Media. 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 your ads to their success or failure. In other words, data attribution is one of the keys [...]
A Breakdown of Key Email Analytics to Improve Highly Engaged Campaigns
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. People get tens, even hundreds of emails a day. With so many emails flying around our inboxes, it can be hard to think critically about the technical strategy behind a successful email campaign. The truth is that [...]
The 3 “Bare Necessities” of the Customer Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…” A song made famous by The Jungle Book movie says that they’ll come to you, but it’s not always that easy for financial advisors. Sometimes they must bring the [...]
Creating a Growth Mindset Amongst Your Team
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most important aspects is helping to grow and develop the teams I work with. What I learned in these roles is [...]
No. Why Not? Yes.
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and worst that could happen as a result. And ultimately, how it 𝗺𝗶𝗴𝗵𝘁 make people feel about you...but also, how it 𝗺𝗶𝗴𝗵𝘁 [...]
What Should Financial Advisors Do About Threads?
By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare and explosive user growth. Threads hit over 100 million users in just 5 days making it the fastest growing social [...]
Two Helpful Ways to Boost Customer Advocacy
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up. Creating great experiences enables the customer advocacy phase of their [...]
