Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we do at Simplicity Lone Beacon for our clients, then Apple’s recent iOS 18.2 update will change how your emails are received—whether [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way. The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) I know what you’re thinking. “Why does a financial advisor have to be creative? Technical knowledge and dedication to clients is paramount. Where does creativity fit into that?” Well, the truth is, advisors who can think outside [...]
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon If you desire change, then know that you’re responsible and should feel empowered to make that happen. Remember, change is not just about doing something different; it’s about a well-calculated approach toward modifying your perception, behavior, and [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. In the world of financial advisors, making improvements to your business, personnel, or self, creating institutional partnerships, and engaging in your community can be effective ways to stand out from the crowd. But who will know unless you tell people? One [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. My last two articles in this series covered the heady strategy and history of advertisement, where this article will attempt to tactically deliver ways to generate novel and exciting new advertisement concepts for [...]
