By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales and marketing engines that lift their overall business are primed for strategic growth. Why? Because the value clients see in [...]
By Marcus Roth, Director of Marketing Automation & Analytics There are many ways to draft high converting marketing copy on newsletters and sales pages. Over the early development of the internet, one style of copywriting quickly rose to the top of the heap. In this article, we’re going to break [...]
By Simplicity Lone Beacon Digital Media Manager Craig Foster A few months back, Google announced that on June 30, 2022, advertisers will no longer be able to create or edit expanded text ads. In Google’s words, “This change will help simplify the way you create Search ads and make it [...]
Let everyone else “drip and nurture”, we take on a more aggressive approach with real results in mind when it comes to database marketing. We look at ourselves more like “savages” who use our expert knowledge of email marketing and first party data to dominate the financial advisor industry. And we [...]
Immersion to Conversion Webinar: How Elite Advisors Generate & Close Digital Business As industry leading experts, Simplicity Lone Beacon helps elite financial advisors across across the country grow their business with proven marketing strategies focused on the various touchpoints of a prospects journey to becoming [...]
One of our most successful marketing campaigns has been the Important Birthdays Package, which uses content relevant to high net worth prospects nearing retirement to build advisors’ credibility and drive low-cost leads. Using Facebook’s birthday filter, we can run highly targeted campaigns on a small budget that produce significant returns: [...]
We believe in a tight playbook. This allows us to execute the things we offer in world class fashion, and connect them all to deliver results that set a new bar in the world of financial marketing. Here are our “core four[1]” steps to financial marketing success. Killer Website If [...]
Texting has several advantages. To start, it allows you to literally be in a prospect’s pocket: Most people have direct access to their cell phones the majority of the time and read 90% of text messages within three minutes of receiving them[1]. Texting is a more personal and immediate way [...]
Simplicity Lone Beacon has grown exponentially over the last six years, earning it a place on Inc. magazine’s list of the fastest growing 5,000 American companies. Intuit, Under Armour, Microsoft, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Simplicity Lone Beacon didn’t [...]
Working remotely has its upsides, from less time spent traveling to greater flexibility when it comes to time management. However, remote work has downsides, especially for financial advisors. It’s so important for advisors to build trust with their clients, and in-person events and meetings do a lot to build that [...]
