By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. People get tens, even hundreds of emails a day. With so many emails flying around our inboxes, it can be hard to think critically about the technical strategy behind a successful email campaign. The truth is that [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…” A song made famous by The Jungle Book movie says that they’ll come to you, but it’s not always that easy for financial advisors. Sometimes they must bring the [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most important aspects is helping to grow and develop the teams I work with. What I learned in these roles is [...]
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and worst that could happen as a result. And ultimately, how it 𝗺𝗶𝗴𝗵𝘁 make people feel about you...but also, how it 𝗺𝗶𝗴𝗵𝘁 [...]
By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare and explosive user growth. Threads hit over 100 million users in just 5 days making it the fastest growing social [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is the fact that the customer journey is just heating up. Creating great experiences enables the customer advocacy phase of their [...]
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns.” As I wrote, a boosted post strategy is a cost-effective way to increase [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured by the ability to generate, evaluate, nurture, and close leads. And for the most part...that means “digital leads”. It’s not unusual [...]
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I can execute. I get it...it’s easy and fun brainstorming new initiatives. But it’s tedious developing the framework to actually execute one [...]
