Industry Trends in 2019

Simplicity Lone Beacon works with elite financial advisors across the country, and our data allows us to recognize industry-wide trends. At the end of the year, we mine the data for each of our clients to assess performance of all media buys and marketing tools, and to create a strategy [...]

2019-12-30T16:21:11+00:00December 30, 2019|Blogs, Digital Marketing|
  • People in Business

The People Business

We’re in the marketing business, which means we’re in the people business. Even though we don’t meet our advisor’s clients and prospects in person, we keep track of what they engage with, what they reject, and how they prefer to receive information. Every Facebook, email, and radio campaign gives us [...]

2019-11-08T17:50:56+00:00November 8, 2019|Blogs, Digital Marketing|

Don’t Get Stuck in The Omnichannel Trap

While an “omnichannel” approach to marketing can be successful, it can lead to overstretched resources and a disconnected approach. Simply stated, “omnichannel” refers to all channels, or marketing platforms. While those in the financial services industry may sometimes want the latest “shiny object” when it comes to marketing platforms and [...]

2019-10-04T20:59:07+00:00October 4, 2019|Blogs, Digital Marketing|
  • Act-On Marketing Automation Software

Simplicity Lone Beacon Partners with Act-On

Simplicity Lone Beacon Partners with Marketing Automation Software Company Act-On Software Powers Customized Digital Marketing Services for Independent Financial Advisors Simplicity Lone Beacon, a custom marketing and practice management company specializing in digital marketing, broadcasting, and database lead capture programs for the independent financial advisor, [...]

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