A Financial Advisor’s Guide to Obtaining Useful, Effective Client Testimonials

By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for [...]

How Consistent Emails Turned a “Dead” Lead into a High-Net-Worth Client

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon.   For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]

Financial Advisors’ Guide to Compliant Testimonial Marketing

By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way.  The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]

What’s the Difference Between PR and Marketing? 

By Ben Kulis, Simplicity Lone Beacon’s Operations Manager  For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]

The StoryBrand Framework: The Secret to Marketing Success for Financial Advisors

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon.   In today’s competitive financial advisory landscape, it is crucial to stand out by building meaningful connections with potential clients. One powerful method is leveraging the StoryBrand framework by Donald Miller. The core philosophy [...]

Crafting an Effective Press Release: Best Practices for Independent Financial Advisors

By Graeme Mills, Content Manager for Simplicity Lone Beacon. In the world of financial advisors, making improvements to your business, personnel, or self, creating institutional partnerships, and engaging in your community can be effective ways to stand out from the crowd. But who will know unless you tell people? One [...]

7 Tactical Tips To Brainstorming Killer Ad Concepts That Actually Work

Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon.   My last two articles in this series covered the heady strategy and history of advertisement, where this article will attempt to tactically deliver ways to generate novel and exciting new advertisement concepts for [...]

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 [...]

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