Utilizing the Power of Volunteerism for Your Advisory

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  The term “Marketing” has evolved over the years and now encompasses a wide variety of strategies all geared towards two main goals, creating awareness of your brand and ultimately driving leads. We have also seen an increase in corporate social responsibility (CSR), [...]

Selecting the “Right” Marketing Metrics

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  The term “Data-Driven” can be an intimidating term for anyone in the marketing community. As a financial advisor, understanding and selecting the right marketing metrics to track can significantly enhance your client acquisition efforts and influence your overall business growth. It can [...]

Thoughts on Modern Advertisements – Part 2: 6 Reasons Why the Look of Ads Have Changed

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. As detailed in the first article of this series, advertising has undergone a significant transformation from complex visual and verbal compositions to a more minimalist and engaging approach. This second installment explores the reasons [...]

Navigating the Financial Services Landscape: 4 Marketing Mistakes Financial Advisors Should Avoid

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  As we see on a day-to-day basis, the marketing landscape is constantly evolving, and consumer expectations continue to shift. Because of this, it is harder than ever for financial advisors to stand out against competitors, especially when their work and expertise is [...]

Thoughts on Modern Advertisement – Part 1: Changes Over Time

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon.   There used to be a certain way logos and headlines needed to look. In the days of magazine ads and written direct response marketing campaigns, an ad’s concept was on-the-nose and described the [...]

How to Capitalize on Your Competitor’s Missed Opportunities

By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts.   According to a 2023 NASDAQ study, nearly 50% of clients with $500K or more considered or actually switched advisors in the past 3 years. This represents a huge opportunity to capture new prospects and ultimately, clients.   With this type [...]

Increase Your Conversion Rates with Effective CTAs

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having an effective CTA allows an advisor to better attract prospects, convert them into loyal clients, increase existing wallet share, and strengthen [...]

In What Order Do Your Prospects Care About the Services You Offer? 

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets. One of our Founders, John Capuano, covered his three major takeaways from the [...]

Email Team Deep Dive: Generating Hype in Email Sequences

Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon.   A few months ago, our client-facing team noticed the monthly open rate for one of our advisor's emails was a bit lower [...]

2 Secrets Financial Advisors Need to Create Captivating Content That Generates Results

By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that are in [...]

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