By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was seen as a tool wielded by sales staff to be used to further their direct goals. As business thinking has [...]
Get smart about engaging with the next set of retirees. By Marcus Roth, Senior Director of Email, Automation, and Content. This article originally appeared on WealthManagement.com Buying an email list in 2022 no longer has a reasonable benefit when compared with the litany of downsides that come [...]
Fonts matter, just like color, it can set the tone from the beginning. Let’s take a look at one of the most classic examples: Which note would you rather find on your kitchen table in the middle of the night? Sure, this is a bit of an extreme example, but [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, where [...]
Financial advisors, who's giving you your digital advice? If you’re investing in digital media for lead generation, chances are you know very little about how to decipher and measure results, or whether or not you have a legitimate plan to crack the code of digital marketing. It’s possible that the [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. One musician on the street corner is a tune, a few in harmony is a band, working together in concert to delight their wandering listeners, but five musicians all playing their own song with their own artistic [...]
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making [...]
There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we recognize it or not, we’re all in the digital business and we live in [...]
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler named “Dashing Rock Ripper” – the financial advisor design spectrum can come across as limited. However, it doesn’t have to be. [...]
