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 help protect retirement nest eggs from market downturns.
Simplicity Lone Beacon is a full-service marketing company for the financial industry that helps connect a generation of people who need financial help to the institutions, manufacturers, and advisories that can help them. The company focuses on ‘The Core Four’ as part of their tight marketing playbook that allows them to execute the services they offer in a world-class fashion and connects them all to deliver results that set a new bar in the world of financial marketing. Simplicity Lone Beacon defines ‘The Core Four’ as: Websites That Work, Lead Generation, Marketing Automation, and Practice Management.
Greg joined the show to talk about what makes Simplicity Lone Beacon unique in the digital marketing space, and the important lessons he and the company have learned to help their clients cross the finish line when marketing turns to revenue, especially as related to how the pandemic changed everything in marketing, both in the financial industry and otherwise.
Throughout the show, Greg also discusses how examining your customer experience will uncover the most important digital holes for advisories and institutions to fill first. Financial services is a commoditized business. Greg explains how Simplicity Lone Beacon helps uncover a firm’s true brand differentiator and how that brand is unique among competitors to help them rise to the next level, stand out from competitors and find, track, and close high-net-worth investors.
“The fact is (in marketing), there are no shortcuts. There’s the proper way, and some best practices, but there are no shortcuts,” Greg said on the podcast. Greg also answers the host’s questions about what marketing success actually looks like and what benchmarks Simplicity Lone Beacon analyzes to determine what is working and what isn’t. To Greg, the Simplicity Lone Beacon approach isn’t, “Throwing money blindly at shiny objects. It’s being more strategic and thoughtful about how you’re going to spend your marketing budget because it’s an investment.”
That Annuity Show can be heard on Apple Podcasts, Spotify, Stitcher, Google Podcasts, and on their website.
