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
Data Isn’t The Holy Grail of Business Until You Know How to Use It
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]
3 Helpful Ways to Analyze Your Customer’s Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making [...]
5 Must-Have Elements for Financial Advisor Websites
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler named “Dashing Rock Ripper” – the financial advisor design spectrum can come across as limited. However, it doesn’t have to be. [...]
Generation X – The Forgotten Generation Financial Advisors Should Remember
Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for [...]
Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list [...]
QR Codes – The Comeback Kid! But What Can They Do for Your Advisory?
Do you remember in the early 2000s when these ugly, blocky graphics started showing up in random places, and no one knew what they were? Eventually, we found out that they were called QR Codes, and their purpose was to feed us a lot of information as fast [...]
Financial Advisors, What’s Your First Impression Like?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for [...]
Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to [...]
Welcome Email Sequences Reduce Sales Cycles for Financial Advisories
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Simplicity Lone Beacon Emersion sequences, otherwise [...]
Do You Truly Understand Your User?
“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]
TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans
When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]
TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals
On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]
Why YouTube is Your Answer to Connecting with New Clients
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team [...]
If You Want to Achieve a Big Goal, Start at the End
By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]
The Biggest SEO Secret – The Real Keyword You Should Be Focusing on Is…
Content. That's it. That's the article. But wait, what makes this the "biggest SEO secret," and why are we so eager to give it to you? For years, Simplicity Lone Beacon has been stressing the importance of content to its clients. But for years, keyword stuffing and backlinking have [...]
Utilizing a CRM Program to Maximize Your Business
By Diana Salvucci, Simplicity Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information. It’s not very often we see a Rolodex on a desk today, and there are reasons for that. With the option for evolving technologies and [...]
The Customer Journey & Its Impact on Your Revenue
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Is your revenue slowing down along with your customer’s journey? Personal financial advice is one of the hardest and largest purchasing decisions a consumer will make. And it gets even harder when most retirees and pre-retirees [...]
TCJ Episode 11: Applying the Financial Principles You Live By to Your Marketing and Sales
On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies. It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it [...]
Better LinkedIn Marketing for Financial Advisories
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you are a financial advisor looking to convert clients by getting the best leads, ask yourself, “is LinkedIn the right place to look for highly qualified leads?” The answer to this question is often both yes and no. Yes, you [...]
The Facts About Real World Marketing for the Financial Advisory in the 21st Century
Hint...We live in a digital age Attention financial industry: It’s time to invest in your own future. You might have noticed that every one of your prospects and clients are glued to a smartphone. So, why is the industry who wants people to invest “for the long-term” so quick to [...]
10 Steps to Take Before Your Next Retirement Event
Event leads are a critical part of any financial advisor or institution’s external marketing initiatives, and among the most popular ways to get eyeball-to-eyeball with prospects to show them your expertise and convince them to do business with you. We’ve discussed why event leads are some of the hottest leads [...]
Identifying Different Google Ads Campaign Types
By Craig Foster, Director of Digital Media We have discussed before the importance of having a top-of-the-line website and tips on how you can monetize your website, but getting people to visit your website is another challenge. Simplicity Lone Beacon knows how to get your brand to engage with qualified [...]
Web Design Tips for Financial Advisors & Institutions
Simplicity Lone Beacon works with some of the biggest financial advisory offices and institutions across the country, but whether your business is big or small, it’s crucial to have a great looking and functional website that not only helps you put your best digital foot forward to those who visit, [...]
High-Level Copywriting: Identifying the Factors Working Against Financial Advisor Marketing
By Marcus Roth, Senior Director of Data, Automation & Content All outward-facing copy on web pages and emails need to be written in the perspective that the reader has incredibly limited time and attention to give to the work. From this lens, many tenets of good copywriting can be illuminated [...]
