Hint...We live in a digital age Attention financial industry: It’s time to invest in your own future. You might have noticed that every one of your prospects and clients are glued to a smartphone. So, why is the industry who wants people to invest “for the long-term” so quick to [...]
Event leads are a critical part of any financial advisor or institution’s external marketing initiatives, and among the most popular ways to get eyeball-to-eyeball with prospects to show them your expertise and convince them to do business with you. We’ve discussed why event leads are some of the hottest leads [...]
By Craig Foster, Director of Digital Media We have discussed before the importance of having a top-of-the-line website and tips on how you can monetize your website, but getting people to visit your website is another challenge. Simplicity Lone Beacon knows how to get your brand to engage with qualified [...]
By Marcus Roth, Senior Director of Data, Automation & Content All outward-facing copy on web pages and emails need to be written in the perspective that the reader has incredibly limited time and attention to give to the work. From this lens, many tenets of good copywriting can be illuminated [...]
By Craig Foster, Director of Digital Media When working with your marketing partners, are they providing you with a one-size-fits-all solution to your digital marketing? Are they using the same solution with their largest budget client as they are with their smallest budget client? Are they looking at what factors [...]
Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]
We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.
Simplicity Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Simplicity Lone Beacon and SHP Financial partnership [...]
A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
