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
Three Game Changing Lessons from Our 24-Month Lead Attribution Study
My team at Simplicity Lone Beacon has just completed a 𝘁𝘄𝗼-𝘆𝗲𝗮𝗿 𝘀𝘁𝘂𝗱𝘆 about WHY investors become clients of financial advisories. We traced the customer journey of HUNDREDS of new clients from around the country to see HOW and WHY they became a client and to see how marketing [...]
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 [...]
Rules to Increase Your Sales as a Financial Advisor
By John Capuano, Co-Founder of Simplicity Lone Beacon I’ve been in the sales business for 30 years, and our firm, Simplicity Lone Beacon, has worked exclusively with financial advisors for over 10 years. In those years, I’ve seen some of the best advisors struggle with their sales process. I’ve seen smart, [...]
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 [...]
Financial Advisors: Want to Increase Your Closing Ratio? Answer This Question… Why “YOU” Versus Every Other Option?
Financial Advisors: Want to increase your closing ratio? Answer this question... Why “YOU” versus 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻? This might sound daunting to you...but what’s MUCH more daunting is the decision for a prospect to 𝘁𝗿𝘂𝘀𝘁 their life savings with someone. At the end of the day, you need to know [...]
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 [...]
Got Leads?
By John Capuano, Co-Founder of Simplicity Lone Beacon Marketing Every Advisor wants more and better leads. Leads are an essential part of our business at Simplicity Lone Beacon, but equally important is providing support that helps our clients CLOSE THEM. Consumer behavior has changed SO MUCH in just the last [...]
The Value of a Woman’s Perspective for Your Financial Advisory
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow women in the financial space and I can say from experience that it can be like navigating a "boy's club" at [...]
I Just Launched A Brand New Website! Why Is My Traffic Down?
By Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon Knowledge is great. I love learning new things. But sometimes we can take for granted the things we have learned, and just expect others to know it. I know I'm guilty of that, and it's something I am [...]
The Crucial Role of Email Domains for Financial Advisory Sales and Marketing
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's no surprise that clients expect an assurance that their savings are in capable, professional hands, and that any arising issues will [...]
The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns.” As I wrote, a boosted post strategy is a cost-effective way to increase [...]
Financial Advisors – Take The Time To Adopt Your Client’s Perspective
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
3 Marketing “Buzzwords” to Live By
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]
What Makes Some Digital Campaigns Fail?
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured by the ability to generate, evaluate, nurture, and close leads. And for the most part...that means “digital leads”. It’s not unusual [...]
Boosted Posts Are the Key to Improving Your Lead Generation Campaigns
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Have you recently had results from your lead generation campaigns that were disappointing? Maybe the campaign didn’t produce many leads or your cost per lead could have been higher than estimated or the quality of the leads was not what [...]
The Importance of Maintaining Client Relationships During Times Of Change in Your Financial Advisory
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. An older friend of mine recently shared an insightful experience about switching financial advisors. This interaction sparked the idea for three separate articles I felt were worthy of publication. Interestingly, the decision was not propelled by [...]
Navigating Adversity: 3 Guiding Principles for Effective Leadership
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when a mistake or error occurs. Whether it's internally or externally, they are always looked on as the problem-solvers and are expected [...]
QR Codes: Uncovering The Newest Cyber Security Threat
QR Codes are great. As a matter of fact, I wrote a glowing article about QR Codes, their history, and their glorious comeback. (which you can read here, QR Codes – The Comeback Kid!) But of course, “With great power comes great responsibility.” Imagine this, you are on a [...]
What’s (Not) New About Artificial Intelligence & Marketing
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. While the news cycle might suggest that AI (Artificial Intelligence) is the new “hip” thing to be following and implementing into your marketing systems, let’s not forget that it’s been around the block for many years. Of course, [...]
