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
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 [...]
The Evolution of Simplicity Lone Beacon
Simplicity Lone Beacon has grown exponentially over the last six years, earning it a place on Inc. magazine’s list of the fastest growing 5,000 American companies. Intuit, Under Armour, Microsoft, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Simplicity Lone Beacon didn’t [...]
Building Trust in a Virtual World
Working remotely has its upsides, from less time spent traveling to greater flexibility when it comes to time management. However, remote work has downsides, especially for financial advisors. It’s so important for advisors to build trust with their clients, and in-person events and meetings do a lot to build that [...]
Case Study: Driving Engagement and Increasing Sales by 1,000%
Simplicity Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here. MADRONA FINANCIAL SERVICES INCREASES SALES BY 1,000% Pain Points Difficulty establishing brand awareness and differentiating in a competitive market Struggling to promote investment services to persona-based target audiences [...]
Have No Fear, Captain Retirement Is Here!
Simplicity Lone Beacon’s latest platform puts a fun twist on standard Retirement advertising by personifying a solid financial plan as a superhero character - Captain Retirement! Along with his heroic antics, we’ve also created a wide breadth of marketing materials that detail his triumph over common retirement obstacles. The Captain [...]
Be a Knowledge Leader In Uncertain Times
Americans are more plugged in than ever right now, with little else to do inside and so much going on outside. While it’s important to keep up with the development of the pandemic, “a related threat has emerged: psychological distress resulting from repeated media exposure to the pandemic,”[1] according to [...]
New Facebook Advertising Opportunities
As social distancing measures prevent people from seeing their friends and family and lead to a sense of isolation, more Facebook users are messaging, posting, and consuming content. Facebook is currently experiencing record usage but decreased advertising demand. What does this mean? Opportunity. The travel and film industries have made [...]
