How Financial Advisors Can Refresh and Reuse Great Marketing Content

By Graeme Mills, Content Manager for Simplicity Lone Beacon. In my last article, I covered what makes great content for your advisory’s marketing efforts, and why it matters. In this article, we’ll cover how to take that content and maximize its impact for marketing purposes by repackaging, reworking, refreshing, and [...]

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 [...]

Case Study: How Email Nurturing Improved Webinar Signups And Attendance

By Kasey Dean, Simplicity Simplicity Lone Beacon's Senior Director of Accounts. Recently, we teamed up with a client down South to tackle an exciting opportunity. We launched a 3-month trial focused on promoting a tax webinar on-demand. Our goals? Refresh their database with new content and get their current contacts [...]

2024-09-11T20:25:28+00:00June 27, 2024|Blogs, Digital Marketing, Marketing|

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 [...]

The Art and Science of Ad Targeting For Financial Advisors

  By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often gets forgotten because flashy creatives and thought-provoking copy (which are both equally as important!) is more visible. However, location could be [...]

2024-06-18T17:36:55+00:00June 13, 2024|Blogs, Digital Marketing, Marketing|

2 Reasons Why Financial Advisors Should Embrace Digital

By John Capuano, Co-Founder of Simplicity Lone Beacon A large RIA in San Diego recently invested $10 Million into a digital lead aggregation platform to close $1 Billion in assets. This sounds like a lot of money, and it is, but there's a lesson to be learned here! [...]

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