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
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 [...]
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 [...]
Financial Marketing: DIY Vs Done For You
If you’re a financial institution and have an in-house marking department...are you counting on that department to propel your brand and generate revenue? Even the world's biggest brands rely on outside firms to help them compete for share so they can spend time on their own core business. Check out [...]
Your Website is Your Virtual Storefront: How Does Yours Measure Up?
You need a great website! More people will visit your website than will ever step foot in your office. Your website is your virtual storefront, and it should also be your largest source of lead generation. Nearly EVERY prospect that you meet with will visit your site before they commit [...]
Published Article: Financial Advisor Tips From ‘Comedians in Cars Getting Coffee’
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? This article originally appeared on WealthManagement.com
A Celebration of Competitors! Thoughts from the 2021 Boston Marathon
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
A.I. and First Party Data: A Winning Combination for Financial Advisors
With data analysis potential far more advanced than human capabilities, artificial intelligence is changing the face of digital marketing. Utilizing A.I. can help save valuable time and resources through automation. It can help you understand your audience better, create more effective marketing, and ultimately increase ROI. With 2022 rapidly approaching, [...]
Learn How Advisors Are Doubling Their Production Every Year Through These 4 Powerful Email Newsletter Tactics
Let everyone else “drip and nurture”, we take on a more aggressive approach with real results in mind when it comes to database marketing. We look at ourselves more like “savages” who use our expert knowledge of email marketing and first party data to dominate the financial advisor industry. And we [...]
Simplicity Lone Beacon’s Unmatched Digital Team’s Qualifications
Financial advisors are flocking to the digital media space, but many don’t have the expertise or time to master it. Across our team, Simplicity Lone Beacon has over 14 official Facebook & Google certifications! Their expertise puts us ahead of the pack and allows Simplicity Lone Beacon to deliver consistent [...]
Google’s Changes Will Make First-Party Data Even More Valuable
Two separate events in the big tech world are causing a stir for digital marketers everywhere. Firstly, Google plans to eliminate third-party cookies on its Chrome browser in favor of a more privacy-compliant approach, and in March said it won’t offer or use alternatives that allow individual ad targeting. Second, Apple has [...]
Immersion to Conversion Webinar
Immersion to Conversion Webinar: How Elite Advisors Generate & Close Digital Business As industry leading experts, Simplicity Lone Beacon helps elite financial advisors across across the country grow their business with proven marketing strategies focused on the various touchpoints of a prospects journey to becoming [...]
Want High-Quality, Low-Cost Leads? Wish Your Prospective Client a Happy Birthday
One of our most successful marketing campaigns has been the Important Birthdays Package, which uses content relevant to high net worth prospects nearing retirement to build advisors’ credibility and drive low-cost leads. Using Facebook’s birthday filter, we can run highly targeted campaigns on a small budget that produce significant returns: [...]
Our “Core Four” Steps to Financial Marketing Success
We believe in a tight playbook. This allows us to execute the things we offer in world class fashion, and connect them all to deliver results that set a new bar in the world of financial marketing. Here are our “core four[1]” steps to financial marketing success. Killer Website If [...]
Success Story: Digital Seminar Marketing
The fate of in-person seminars is constantly evolving which means your marketing efforts also need to evolve. Let’s compare the cost of marketing 12 in-person seminars two different ways: Marketing 12 seminars with direct mailers cost $33,000. Marketing 12 seminars through digital platforms cost $14,120. That’s a pretty big cost [...]
Success Story: Webinars
When stay-at-home measures made the traditional dinner seminar impossible, we created an alternative: The webinar. We’ve seen enormous success and conducted research to see which type of webinar (on-demand or scheduled) was more successful. Here’s what we found: Baby Boomers Have Taken to Videos Social distancing & stay-at-home orders have [...]
Do You Know The 4 Key Elements To Grow Your Financial Industry Business
In this short 4 minute video, John Capuano - Co-Founder of Simplicity Lone Beacon - breaks down the "Core 4" digital marketing techniques we use for each of our clients. These Core 4 techniques can help any independent advisor generate more business leads than traditional marketing alone!
The 2020 Election and Your Retirement Webinar
Amidst global financial crisis and unprecedented obstacles, Simplicity Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed during this period of widespread social distancing, but the need for steadfast financial help [...]
Identify Problems, Provide Solutions
While news sources tend to highlight major, seemingly unsolvable problems, advisors can present solutions using content. Many workers over 50 have lost their jobs in the last six months, and that may mean more early retirements. There’s a growing trend of private companies offering their workers pension buyouts, or different [...]
Getting Into Your Prospect’s Pocket
Texting has several advantages. To start, it allows you to literally be in a prospect’s pocket: Most people have direct access to their cell phones the majority of the time and read 90% of text messages within three minutes of receiving them[1]. Texting is a more personal and immediate way [...]
