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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and strengthen their brand presence against their competitors. There is a plethora of strategies and insights out there that can help [...]
