Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. As detailed in the first article of this series, advertising has undergone a significant transformation from complex visual and verbal compositions to a more minimalist and engaging approach. This second installment explores the reasons [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we see on a day-to-day basis, the marketing landscape is constantly evolving, and consumer expectations continue to shift. Because of this, it is harder than ever for financial advisors to stand out against competitors, especially when their work and expertise is [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. There used to be a certain way logos and headlines needed to look. In the days of magazine ads and written direct response marketing campaigns, an ad’s concept was on-the-nose and described the [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a 2023 NASDAQ study, nearly 50% of clients with $500K or more considered or actually switched advisors in the past 3 years. This represents a huge opportunity to capture new prospects and ultimately, clients. With this type [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets. One of our Founders, John Capuano, covered his three major takeaways from the [...]
Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. A few months ago, our client-facing team noticed the monthly open rate for one of our advisor's emails was a bit lower [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that are in [...]
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and strengthen their brand presence against their competitors. There is a plethora of strategies and insights out there that can help [...]
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To continually optimize advisors’ email marketing efforts, The email marketing team at Simplicity Lone Beacon conducted a study to discover which email [...]
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors. Setting up efficient workflows is the key to thriving in today’s ever-changing [...]
