About Graeme

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So far Graeme has created 173 blog entries.

Published Article: Financial Advisors, What’s Your First Impression Like?

  Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]

Data Isn’t The Holy Grail of Business Until You Know How to Use It

  The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]

2022-11-23T15:50:22+00:00November 23, 2022|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

3 Helpful Ways to Analyze Your Customer’s Journey

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences.  Customers have countless ways to engage with a brand, making [...]

2022-11-23T01:26:59+00:00November 23, 2022|Advertising, Blogs, Campaigns, Digital Leads, Digital Marketing, Marketing|

Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note

  There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we recognize it or not, we’re all in the digital business and we live in [...]

2022-11-18T20:23:39+00:00November 18, 2022|Blogs, Management|

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 [...]

Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list [...]

Published Article: Do You Truly Understand Your User?

  "If you have to explain the joke, it's not funny."   By Kirby Mack,  VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]

Financial Advisors, What’s Your First Impression Like?

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for [...]

2022-10-19T19:38:29+00:00October 19, 2022|Advertising, Blogs, Campaigns, Digital Leads, Digital Marketing, Marketing|

Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?

  By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to [...]

Welcome Email Sequences Reduce Sales Cycles for Financial Advisories

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Simplicity Lone Beacon Emersion sequences, otherwise [...]

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