People are watching, listening to, and reading the news more than usual right now. When record daily drops dominate headlines and every minute brings new information about COVID-19, people become overwhelmed with the amount of information out there. As a thought leader, an advisor can take an overwhelming amount of [...]
Advisors can’t hold in-person events or meetings, but the retirees’ and pre-retirees’ need for financial guidance has never been greater. At this time, many Americans are also looking to support local businesses and first responders. In response to these challenges, Simplicity Lone Beacon is launching our “Stronger Together” referral program [...]
At a time when everyone is looking for information about the impact of the coronavirus and what they can do about it, financial advisors can be an important source of information. Whether they’re offering an analysis of what’s going on with the market or presenting strategies for moving forward, it’s [...]
Today is Patriot’s Day in Massachusetts, and the best day of the year to live in Boston. It commemorates the battles of Lexington and Concord, but it’s also known as THE best party day of the year, beginning with an 11am Sox game and one of the greatest sporting events [...]
Digital advertising practices were already changing at record speed and are changing even more during the coronavirus crisis. Financial advisors must adapt quickly to a world where traditional dinner seminars and mailers are going the way of the dodo. Luckily, Simplicity Lone Beacon has been steadily expanding its Facebook advertising [...]
We have all recognized the necessity of embracing digital and virtual options to more efficiently communicate with our staff, clients, and prospects. The need to replace dinner seminars and live workshops with a digital substitute has become an immediate reality. Simplicity Lone Beacon has created a webinar package on the [...]
Even though we’re all used to communicating with clients and colleagues over phone and email, it can be difficult to doing so exclusively while isolated. If you’ve suddenly found yourself working from home during the coronavirus pandemic, here are some tips and Simplicity Lone Beacon’s work-from-home best practices. Keep a [...]
Crises can create mass panic, but they can also create leaders. At a time when the media offers a constant and often overwhelming amount of information and conflicting messages, financial advisors can be an important source of information and guidance for their clients and prospects. Whether they’re offering analysis of [...]
We interviewed Don Kwak, our Director of Marketing Technology and Analytics, to find out about Simplicity Lone Beacon’s strategic approach to email marketing. Email marketing is an essential part of the marketing ecosystem: It can drive website traffic, promote events, bolster PR efforts, and showcase content. It can also generate [...]
