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

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 [...]

Marketing In The New Normal

The Marketing Ecosystem Doesn’t Stop In Times of Crisis

At a time when everyone is looking for information about the impact of the coronavirus and what they can do about it, financial advisors can be an important source of information. Whether they’re offering an analysis of what’s going on with the market or presenting strategies for moving forward, it’s [...]

Our Facebook Advertising Best Practices

Digital advertising practices were already changing at record speed and are changing even more during the coronavirus crisis. Financial advisors must adapt quickly to a world where traditional dinner seminars and mailers are going the way of the dodo. Luckily, Simplicity Lone Beacon has been steadily expanding its Facebook advertising [...]

7 Steps for Email Marketing Success

Email marketing has huge ROI potential - $42 for every $1 spent.[1] We’ve developed an email marketing philosophy and best practices over the years and have seen significant results for our clients. We interviewed Georgie Wynn and Zoe Menendez from our digital marketing team to learn about the 7 necessary [...]

6 Facts About Baby Boomers and How they Drive Our Marketing Approach

The first rule of marketing is to know your audience. We not only know about their concerns and decision-making process, but how they engage with content and on what platforms. We challenged our team at Simplicity Lone Beacon to come up with interesting facts about the Baby Boomer demographic that [...]

Our Top Marketing Tips for Financial Advisors

We value thought leadership at Simplicity Lone Beacon and encourage everyone here to think “big picture” when it comes to marketing philosophy. We all own and operate within unique aspects of Simplicity Lone Beacon, and together we create the ecosystem that empowers our clients to succeed in their financial marketing. [...]

Madrona Financial Succeeds with Simplicity Lone Beacon and Act-On

The digital marketing efforts that Simplicity Lone Beacon has implemented through Act-On have helped Madrona Financial Services grow sales by an average of 20% annually. They have also reduced their direct mailing costs by 25% by focusing on more email sends. John Capuano says that Act-On has not only enabled [...]

What is Email Database Decay and What Do You Do About It?

Email databases decay of their own accord by about 22.5% per year.[1] This could happen as people stop using an old email address and replace it with a newer one, if they change companies and get a new email address, or if unqualified leads opt out of emails. Regardless of [...]

Industry Trends in 2019

Simplicity Lone Beacon works with elite financial advisors across the country, and our data allows us to recognize industry-wide trends. At the end of the year, we mine the data for each of our clients to assess performance of all media buys and marketing tools, and to create a strategy [...]

Knowledge is Power: The “Money News to Use” Platform

A big part of our job at Simplicity Lone Beacon is to provide engaging and authentic content to our advisors. In a time when there is SO much content available, the challenge becomes separating our clients from the pack. We want to make it easy for people to read their emails [...]

The Power of a Funnel Campaign

At Simplicity Lone Beacon, we provide our clients with timely, quality, relevant content, as well as strategies for how to use it. We recently used short and long-form content in a three-tiered funnel campaign which pushed people down the marketing funnel from the awareness stage to the decision stage. We [...]

The People Business

We’re in the marketing business, which means we’re in the people business. Even though we don’t meet our advisor’s clients and prospects in person, we keep track of what they engage with, what they reject, and how they prefer to receive information. Every Facebook, email, and radio campaign gives us [...]

Give the People What They Want – Engaging Content

At Simplicity Lone Beacon, we’re always questioning our best practices to make them better, keeping up with innovations, and analyzing data to do so. We know “content is king,” so we decided to take a close look at what elements make content effective. We write regular blogs on various financial [...]

How to Court a Prospect

While it would be convenient if the average person went from opening their first email to signing up for a financial review, this is very rare. It would be like getting a “yes” after proposing to someone after just one date. The reality is that there is a long buying [...]

The Future of Marketing

Greg Dinetz and John Capuano speak to elite advisors at Fig Sales Symposium in New Orleans. Hear what they have to say about the present and the future of financial marketing.

Don’t Get Stuck in The Omnichannel Trap

While an “omnichannel” approach to marketing can be successful, it can lead to overstretched resources and a disconnected approach. Simply stated, “omnichannel” refers to all channels, or marketing platforms. While those in the financial services industry may sometimes want the latest “shiny object” when it comes to marketing platforms and [...]