Good Branding: The Glue that Binds Marketing and Sales & Turns Prospects to Clients

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 [...]

Published Article: Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age

  By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com 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 [...]

How to Reach the Next Generation of Retirees

  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 [...]

Why Your Emails Need to Focus

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 [...]

Data Isn’t The Holy Grail of Business Until You Know How to Use It

  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 [...]

2022-11-23T15:50:22+00:00November 23, 2022|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

3 Helpful Ways to Analyze Your Customer’s Journey

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 [...]

2022-11-23T01:26:59+00:00November 23, 2022|Advertising, Blogs, Campaigns, Digital Leads, Digital Marketing, Marketing|

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|
Go to Top