By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and strengthen their brand presence against their competitors. There is a plethora of strategies and insights out there that can help [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in enhancing lead generation, client acquisition, and overall business growth. As the world modernizes, the age-old debate of whether to invest in [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon. This article originally appeared on www.wealthmanagement.com For marketing companies like ours and our clients, success is measured by the ability to generate, evaluate, nurture and close leads. And for the most part, that means digital leads. The perceived success or failure of [...]
By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of them to the success or failure. In other words, data [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But we also have good news: we can show you how to find those leads, get those leads in the seat across [...]
By Craig Foster, Director of Digital Media. Generation X, or Gen 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, and what marketing strategies can work to [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two types of prospects: convenience-based and strategic, tactical. The convenience-based prospects really don’t want, or care, to know HOW the financial world [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager This article appeared on WealthManagement.com In today’s connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While digital marketing, social media, and influencer partnerships are all essential components of a robust [...]
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your clients? As digital marketers for financial advisors, we surely have. When testing the comparative performance of your campaigns versus “the field”, [...]
