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
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 [...]
TCJ: The Customer Journey – Episode 5 – Most At-Risk Advisors
Establishing a successful customer journey requires multiple marketing elements. Financial advisors and professionals are most “at-risk” when they have a singular marketing plan. When the pandemic hit, some advisors who were solely reliant on live event marketing and had no digital strategy faced serious issues. Advisors need diversification [...]
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 [...]
Understanding the Latest Trends in Financial Services Marketing
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]
The 2022 Editions of the Little Red Book of Retirement eBook Series Are Here!
Are you looking for a way to get new leads, re-engage your current database and break away from your competitors? Maybe you’ve thought about writing a book, but you don’t have the time or the desire to write the entire thing, design a book cover, get it published, and distribute [...]
Tips to Transform Your Digital Landscape
Simplicity Lone Beacon works with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with equal parts of optimism and frustration. They don't know where to begin and it's something totally new that both they and [...]
TCJ: The Customer Journey – Episode 2 – Database Gold Mining
https://youtu.be/TmTuZPQiSrE Just about anyone can click the send button and get an email out to their database. But is it thoughtful, original, and engaging content? Is every behavior along the customer journey being tracked and scored in real-time? Watch Simplicity Lone Beacon’s newest TCJ (The Customer Journey) episode as Greg [...]
Are You Turning Your Data Into Revenue?
Many companies take a macro view of Google Analytics: They may look at how many people visit their website, and maybe even how long they are staying on a particular page. While this type of information means something, most companies are not collecting and analyzing enough data points to best [...]
How to Properly Diversify Your Marketing Portfolio
Financial professionals are so caught up in investment strategies and overall planning that they often forget about the similarities to marketing, mainly how diversification is a necessary component to establish a healthy and profitable marketing portfolio. Here are some of the ways you can grow your firm’s marketing portfolio in [...]
Your Brand Is Your Call To Action!
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
