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
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 [...]
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 [...]
There is No One-Size-Fits-All Solution When It Comes to Your Digital Marketing Mix
By Craig Foster, Director of Digital Media When working with your marketing partners, are they providing you with a one-size-fits-all solution to your digital marketing? Are they using the same solution with their largest budget client as they are with their smallest budget client? Are they looking at what factors [...]
New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz
Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]
Shrink Your Playbook for More Effective Marketing
We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.
Learn How Our Longest Standing Client Established One of the Most Successful Firms in the U.S.
Simplicity Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Simplicity Lone Beacon and SHP Financial partnership [...]
How to Achieve Your Company’s Digital Transformation
A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!
We Conducted A National Survey of High-Net-Worth Baby Boomers: Here’s What You Can Learn About Marketing to Them
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
Do You Know How Recent iOS Changes Will Affect Your Email Marketing?
Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. As such, scoring in the email marketing game has changed. Check out John Capuano's 1-minute video below to learn more.
Big Changes to Email Marketing in iOS 15
By Marcus Roth, Senior Director of Data, Automation & Content The Problem and How The World Is Affected: Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. Since most Apple users utilize the Mail app to view their [...]
Lessons From the Masters
It's nearly unheard of to walk out onto Augusta National and be competitive the first time out. It usually takes plenty of rounds and frustrations to even make the cut, much less be a contender. It's the same in business: The more experience you have being around the "final group", [...]
The End-to-End Support Many Advisories are Missing
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales and marketing engines that lift their overall business are primed for strategic growth. Why? Because the value clients see in [...]
Is Texting Part of Your Marketing Playbook?
Savvy business owners and organizations understand the importance of text marketing to engage their customers and build brand awareness. It’s no secret that people are almost always attached to their phones, even the 50+ demographic. According to Pew Research, 97% of U.S. adults say they own a cellphone1. Additionally, data [...]
Your Tech Stack: When Less is More
It’s easy to see the next piece of shiny new tech and think it’s going to solve your problem, but have you considered how it will integrate with your current tech stack? Do you have a team in place to use it properly? Click below to learn why chasing the [...]
Dissecting the Dangers Of “Classic Internet Marketing” Copywriting
By Marcus Roth, Director of Marketing Automation & Analytics There are many ways to draft high converting marketing copy on newsletters and sales pages. Over the early development of the internet, one style of copywriting quickly rose to the top of the heap. In this article, we’re going to break [...]
The New Era of Event Lead Aggregation
Dinner seminars and workshops have been a staple of the financial world to attract new clients for ages, and while the global pandemic may have caused some disruptions, forward thinking financial advisors and institutions changed the way they marketed them, focusing more on digital marketing instead of solely relying on [...]
Got First Party Data?
If your business isn't collecting first party data, you're falling behind many of your competitors. Understanding first party data today could save your business tomorrow. Check out John Capuano's 1-minute video and he'll tell you why.
What Does Google’s Ad Changes Mean for Your Marketing Campaign?
By Simplicity Lone Beacon Digital Media Manager Craig Foster A few months back, Google announced that on June 30, 2022, advertisers will no longer be able to create or edit expanded text ads. In Google’s words, “This change will help simplify the way you create Search ads and make it [...]
