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
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, [...]
Hashtags – #DoYouNeedThem?
While the use of hashtags has evolved over time, they remain a valuable tool for social media marketing and content discovery if effectively used. In short, use them effectively by choosing relevant and specific hashtags that align with your content and target audience. If you don’t do this intentionally, your [...]
Lights, Camera, Action! How To Shoot The Perfect Video For Social Media
As the world dives deeper and deeper into the digital realm, the need for bigger, fancy equipment is less and less. With full movies being shot today on iPhones, there isn’t much we can’t do ourselves. One area where this reigns true is in video marketing for social media. [...]
Are You In a “Buddy Buy” Relationship?
By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a personal relationship rather than a true value proposition. If your vendor’s plan is to invest in your personal relationship over investing in improving their own [...]
How to Craft Headlines That Generate Results
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Copywriting is an art that requires the use of carefully crafted words to communicate a message effectively. One of the most important aspects of writing marketing copy is specific word choice. The words you choose can impact [...]
4 Ways ChatGPT Can Help Financial Advisors Today
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. As a financial advisor, you are tasked with helping your clients achieve their financial goals, while also navigating the complex world of investments, taxes, and regulations. However, with the rapid pace of technological advancements, it can be [...]
First-Party Data: A Resource Worth Mining
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it's never been more important to understand your first-party data and use it to strengthen your business. Based on the data we collect and use, we gather close [...]
Is Your Customer’s Journey a Captivating Experience?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. When trying to evaluate and enhance your customer’s journey, you’re faced with thousands of data points that can be difficult to identify and interpret. It becomes even more cumbersome when you try to execute action items based [...]
How Do AI-Generated Ads Compare to Human-Written Ads?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Everywhere you look these days you see people talking about Artificial Intelligence or AI. They talk about the use of programs like ChatGPT to write articles, school papers, and more. And that brings up the question for financial advisors [...]
4 Questions Every Financial Firm Should Know the Answers to
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered. We’re a sales and marketing company, but what separates us from all others is that [...]
The Importance of Correctly Titling Your Marketing Content
Tablet search engine system screen By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Like it or not, the titles of your content are not meant for you, they're meant for your audience and search engines. It’s a different story if you’re writing a [...]
Why Your Marketing Campaigns Lag: Ads Versus SEO
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Do you have a radio or a TV show? Are you running ads on radio and TV programs? Are you not seeing the results that you expected from them? If you’re not seeing the results, the reason may not be [...]
How to Reengage the Unengaged in Your Sales and Marketing Database
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that financial advisors treat the task like they’re being forced to eat their vegetables or take out the trash. On more than [...]
Empathy and Privacy Cross Paths on Your Customer’s Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Our digital world is continuing to evolve all around us, and while technology has certainly made things easier, it has also made everything more complex. When we think about the customer journey and all its different stages, our [...]
Published Article: Why Your Emails Need to Focus
Originally appeared in WealthManagement.com One email. One topic Imagine you’re walking down a quaint, city street and you hear music from buskers around the corner. Maybe you heard one musician playing a tune or melody, or a few in harmony as a band, working together in concert to delight their wandering [...]
Making Your Marketing Commitment in 2023 and Beyond
Source: Freepik.com. Image by rawpixel.com on Freepik. By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent survey performed by Broadridge analyzing advisory data from 2021 to 2022, the average per-prospect cost of winning new business rose by 3.3%, while the number [...]
Financial Advisors on TikTok: Can It Work?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you’ve kept up on the world of social media, you are going to hear a lot of talk about TikTok, both good and bad. With TikTok as one of the fastest-growing social media sites, financial advisors might be tempted [...]
The Importance of Feeding the Beast: A Brief Look into Maintaining an Email Newsletter
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a [...]
