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, [...]

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 [...]

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