Generation X – The Forgotten Generation Financial Advisors Should Remember

  Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for [...]

Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list [...]

Financial Advisors, What’s Your First Impression Like?

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for [...]

2022-10-19T19:38:29+00:00October 19, 2022|Advertising, Blogs, Campaigns, Digital Leads, Digital Marketing, Marketing|

Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?

  By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to [...]

Welcome Email Sequences Reduce Sales Cycles for Financial Advisories

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Simplicity Lone Beacon Emersion sequences, otherwise [...]

Do You Truly Understand Your User?

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon  If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]

The Missing Link to Sales Success for Your Financial Advisory Firm

  Written By: Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon  Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for [...]

2022-09-21T18:56:15+00:00September 21, 2022|Advertising, Blogs, Lead Generation, Management, Marketing, Sales|

Why YouTube is Your Answer to Connecting with New Clients

By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team [...]

The Most Effective Way for Financial Advisors to Brainstorm Content – The Content Matrix

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already [...]

2022-09-08T19:37:33+00:00September 8, 2022|Advertising, Blogs, Marketing|

If You Want to Achieve a Big Goal, Start at the End

  By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]

2022-08-30T21:27:18+00:00August 30, 2022|Blogs, Digital Marketing, Management, Marketing, Sales|
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