Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors. Setting up efficient workflows is the key to thriving in today’s ever-changing [...]
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. To continually optimize our email marketing efforts, Simplicity Lone Beacon embarked on a challenge to discover which email subject lines are [...]
By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry advisors across the country are always looking for new ways to bring in more quality leads. I hear financial advisors saying that they need better marketing, more leads, the “quickest” way to get them. What they [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a year of growth and success. The financial advisory landscape is constantly evolving, and staying ahead of the curve is essential [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor in the digital age, transforming your financial and economic expertise into compelling content is an essential skill that can be the difference between gaining market share in new advertising channels and floundering along with the pack. Compelling [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow women in the financial space and I can say from experience that it can be like navigating a "boy's club" at [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's no surprise that clients expect an assurance that their savings are in capable, professional hands, and that any arising issues will [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]
