By John Capuano, Co-Founder of Simplicity Lone Beacon If you haven’t figured out how to bundle your marketing platforms and messages...you’re wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions use different people or firms to execute multiple marketing channels via separate silos. [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a year of growth and success. The financial advisory landscape is constantly evolving, and staying ahead of the curve is essential [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager This article appeared on WealthManagement.com In today’s connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While digital marketing, social media, and influencer partnerships are all essential components of a robust [...]
Finding innovative avenues for growth is paramount. One often overlooked goldmine is right at your fingertips - your existing customers. Our latest video delves into the transformative concept of viewing customers not just as patrons but as integral partners in your prospecting journey. Your customers are more than [...]
By: Kirby G Mack (Vice President of Digital Media) Roth IRA, 401(k), fiduciary, Delaware Statuary Trusts, living wills, holistic planning… Have I bored you yet? There are certain industries that, let’s face it, are not that exciting to talk about. But the service is crucial, and the value is unmeasurable. [...]
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your clients? As digital marketers for financial advisors, we surely have. When testing the comparative performance of your campaigns versus “the field”, [...]
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past 7 months, our email team conducted an extensive review of our advisors' Complimentary Dinner Event emails to find out [...]
As a financial advisor, it's critical that you understand branding and brand differentiators. Making them work for you can be the difference between an effective and ineffectual growth strategy. On this week's episode of The Customer Journey, Mike and Greg discuss how advisors can improve their branding techniques. [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the most highly commoditized industries where authenticity and trust reign supreme. Here are three important keys to consider for a successful [...]
Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are looking for answers and help in achieving financial stability now and in retirement. But the reality is you can’t do it alone. [...]
