About kirby

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So far kirby has created 150 blog entries.

Financial Experience Within Our Company

Simplicity Lone Beacon is proud to have several employees who have passed the same financial exams many of our advisors have. We view ourselves not just as a marketing firm, but a comprehensive marketing firm specializing in the financial services vertical. Special knowledge of the financial and insurance products our [...]

2020-07-31T16:35:27+00:00July 25, 2020|Leadership, Practice Management|

Meet the Newest Member of Our Team

We’re excited to welcome the newest member of our team, Craig Foster! Craig comes to us with a wealth of experience in digital marketing and with a new perspective on how to grow our services. Here’s a bit about his background and what he hopes to accomplish at Simplicity Lone [...]

2020-07-31T16:35:47+00:00July 18, 2020|Simplicity Lone Beacon|

Introducing Our Latest Webinar

In the midst of global financial catastrophes and unimaginable obstacles, Simplicity Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed, but the need for steadfast financial help has never been stronger. [...]

2021-02-08T21:28:38+00:00July 10, 2020|Blogs, Case Study, Webinar|

Case Study: Driving Engagement and Increasing Sales by 1,000%

Simplicity Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here. MADRONA FINANCIAL SERVICES INCREASES SALES BY 1,000% Pain Points Difficulty establishing brand awareness and differentiating in a competitive market Struggling to promote investment services to persona-based target audiences [...]

2020-10-04T13:55:33+00:00July 2, 2020|Blogs, Case Study, Digital Leads|

Webinars: A Case Study

An In-Person Event Alternative for Financial Advisors June 2020 Study INTRODUCTION Why Did We Perform This Study? Simplicity Lone Beacon has been executing campaigns in the digital space for over 6 years now. Webinars were always a part of the digital marketing ecosystem, however their rise in popularity over recent [...]

2020-10-04T13:25:25+00:00June 26, 2020|Blogs, Case Study, Webinar|

What Are Clients Looking for Post–COVID-19?

By John Capuano Five questions (and answers) that may better inform your client communications in the new normal. Understanding consumers' behavior toward media and their buying habits as they relate to financial decisions has never been more important. Eliminating the guesswork regarding people's preferences for content and media choices since [...]

2024-05-13T13:51:54+00:00June 25, 2020|Blogs, Published Articles, WealthManagement.com, Webinar|

Have No Fear, Captain Retirement Is Here!

Simplicity Lone Beacon’s latest platform puts a fun twist on standard Retirement advertising by personifying a solid financial plan as a superhero character - Captain Retirement! Along with his heroic antics, we’ve also created a wide breadth of marketing materials that detail his triumph over common retirement obstacles. The Captain [...]

2020-06-22T16:47:05+00:00June 22, 2020|Blogs, Digital Marketing, Email Marketing|

Be a Knowledge Leader In Uncertain Times

Americans are more plugged in than ever right now, with little else to do inside and so much going on outside. While it’s important to keep up with the development of the pandemic, “a related threat has emerged: psychological distress resulting from repeated media exposure to the pandemic,”[1] according to [...]

2020-07-31T16:24:19+00:00May 29, 2020|Blogs, Crisis Management, Digital Leads|

How Will Your Office Reopen?

America’s grand reopening has begun, and this could not be a more welcome event for many business owners. Advisors may have been doing fine with video and phone meetings, but the opportunity to open the office is likely welcomed. Just as advisors must provide a sense of security and reliability [...]

2020-07-31T16:24:26+00:00May 22, 2020|Blogs, Community Engagement, Crisis Management|
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