Financial Advisor Social Media Marketing

Social Media Marketing

Build Your Reputation, Educate, Entertain

Whether you know it or not, YOU are in the digital business. Digital platforms connect everything you do every day, and it’s how your prospects communicate, learn, get entertained, and make decisions. Elite advisories incorporating digital into every single thing they do have a measurable advantage.

“We’re huge fans of Facebook advertising. We recognized early on that the only options for Financial Advisors were boilderplate. More importantly, the Facebook campaigns are not integrated into their general marketing, their websites, or their personal brands. We saw this as a huge opportunity. So we worked with some of the best digital ad agencies in America for over a year, and then tested our platform for months until we knew no one could compare to our results.” John Capuano, Co-Founder Simplicity Lone Beacon

Financial Advisor Social Media Marketing

9 Tips to Boost Your Social Media Engagement

By Kirby G Mack, Vice President of Digital Media at Simplicity Lone Beacon. Social media, in today’s world it seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time, and with time, patience, consistency, and a [...]

Lights, Camera, Action! How To Shoot The Perfect Video For Social Media

As the world dives deeper and deeper into the digital realm, the need for bigger, fancy equipment is less and less. With full movies being shot today on iPhones, there isn’t much we can’t do ourselves. One area where this reigns true is in video marketing for social media. [...]

How to Reach the Next Generation of Retirees

  By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, where [...]

Generation X – The Forgotten Generation Financial Advisors Should Remember

  Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for [...]

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 [...]

Tips to Improve Your Social Media Presence

Having an up-to-date and robust social media presence is an inexpensive and effective way for advisors and institutions to boost their visibility to potential customers and existing clients who may not know who you are or what your business is all about. It is an important element in the 21st [...]

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 Curious Case of Facebook Leads and Email Nurturing for Advisors

One of the more interesting takeaways Simplicity Lone Beacon has discovered through our data science initiatives is the way Facebook leads act after opting into a form. The technology we use for our clients allow us to monitor the interest levels of prospects and clients by tracking their online actions [...]

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 [...]

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 [...]

Our Tips for Advertising on Facebook

There’s a reason why over 6 million businesses use Facebook ads to reach their target audiences,[1] but there aren’t many companies figuring out the art and science of using the platform within your vertical to reach the 50+ demographic. We actively study the Facebook advertising landscape, analyze our results, and [...]

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 [...]

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 [...]

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 [...]

Our “Birthday” Campaign

In our quest to bring down the cost of leads and make full use of our high-quality content, we decided to run Facebook campaigns targeting high net worth individuals turning an age significant to financial advisors – 59 ½. The idea was simple: At 59 ½, anyone with a 401(k), [...]

Facebook Advertising with John

Check out John's latest video where he discusses Facebook Advertising and why it's important to include in your media mix. 

  • Financial Advisor Facebook Advertising

Financial Advisor Social Media Marketing

Social Media Marketing Build Your Reputation, Educate, Entertain Whether you know it or not, YOU are in the digital business. Digital platforms connect everything you do every day, and it’s how your prospects communicate, learn, get entertained, and make decisions. Elite advisories incorporating digital into every single thing [...]

Increase Your Leads Without Increasing Your Budget Via Facebook

Apr 27, 2018 By John Capuano and Stephanie Sjoblom As the digital landscape forces traditional media consumption habits to change, it’s more important than ever to employ a “media mix.” Since radio is so routinely used among financial advisors, we want to illustrate how the use of Facebook in concert [...]

  • 4 Critical Lessons for Financial Advisors to Win at Facebook Advertising

4 Critical Lessons for Financial Advisors to Win at Facebook Advertising

Facebook is one of the newest platforms in the wild wild west of digital marketing. The potential to capture and convert qualified prospects is enormous, but you must be prepared to strategically compete. (Published as Four Facebook Advertising Lessons for Advisors: https://www.wealthmanagement.com/marketing/four-facebook-advertising-lessons-advisors) Written By: Don Kwak, Digital Marketing Manager at [...]

  • Cambridge Analytica Facebook Scandal 

Takeaways for Marketers from the Cambridge Analytica – Facebook Scandal 

By now, we’ve all seen the story about how Cambridge Analytica bought records of 50 million Facebook users and is being accused of violating Facebook’s privacy protection policies. So, what’s really going on, and what does it mean for Facebook as an advertising platform?  The Story So Far  There are [...]

Infographic: Generate Lead Via Facebook

It’s no secret that Facebook holds great potential to efficiently deliver leads to advisors. Our Facebook platform has generated remarkable leads for our advisors, while branding their firms to a high-net-worth audience. How do we do it? Hard work, a smart digital team, and NO fluff. Find out what makes [...]

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2019-01-21T17:55:41+00:00January 21, 2019|Blogs, Facebook, Facebook Advertising|

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