By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]
Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are looking for answers and help in achieving financial stability now and in retirement. But the reality is you can’t do it alone. [...]
By Ben Kulis, Simplicity Lone Beacon's Operations Manager 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 brand strategy, one often overlooked asset could [...]
By Craig Foster, Director of Digital Media. In the past I’ve written about the importance of social media posting, “The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy” and how boosting those posts, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns” [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and educate their audiences. That said, it is crucial for advisors to be authentic and understand that each video must have a [...]
We've worked with some of the highest-producing financial advisory firms in America, and the lessons we've learned about the path to success could be applied to any business and to life. Here's what we call...the Magnificent 7 Traits of the Uber-Successful Firms. Be honest. Be honest about your [...]
Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two years, we've been on a mission to explore all our emersion welcome sequences to find out what really works for advisors [...]
By Ben Kulis, Simplicity Lone Beacon's Operations Manager In the digital age, having a professional online presence is essential for any business leader, especially for Advisors. LinkedIn, the professional's social network, offers unparalleled opportunities for advisors to network, build their company’s brand, and stay up to date with the latest [...]
My team at Simplicity Lone Beacon has just completed a 𝘁𝘄𝗼-𝘆𝗲𝗮𝗿 𝘀𝘁𝘂𝗱𝘆 about WHY investors become clients of financial advisories. We traced the customer journey of HUNDREDS of new clients from around the country to see HOW and WHY they became a client and to see how marketing [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We live in a world where no matter what age, profession, or demographic you are, your day is riddled with constant emails, texts, phone calls, news alerts, social media posts, advertisements, and the list goes on. According to a recent [...]
