• Client relationships matter immensely to financial advisors.

Financial Advisors – Take The Time To Adopt Your Client’s Perspective

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect for any financial advisor. He recently changed financial advisors and made his decision on this factor: client experience. His previous [...]

3 Marketing “Buzzwords” to Live By

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing.   Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, some of which are overused and misused, thus losing their meaning and earning them the name “buzzword.” However, in the [...]

Boosted Posts Are the Key to Improving Your Lead Generation Campaigns 

By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Have you recently had results from your lead generation campaigns that were disappointing? Maybe the campaign didn’t produce many leads or your cost per lead could have been higher than estimated or the quality of the leads was not what [...]

2023-06-01T21:36:34+00:00June 1, 2023|Blogs, Digital Marketing, Marketing|

The Importance of Maintaining Client Relationships During Times Of Change in Your Financial Advisory

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content.   An older friend of mine recently shared an insightful experience about switching financial advisors. This interaction sparked the idea for three separate articles I felt were worthy of publication. Interestingly, the decision was not propelled by [...]

TCJ Episode 18: Effective Messaging and Campaigns Have “This” in Common

The commonality between effective messaging and successful campaigns goes far beyond charts and statistics. The biggest thing they have in common is human emotion. Potential and current clients are buying into you and the person you are, so bringing that emotional tether into your campaigns is crucial for [...]

2023-05-22T18:38:01+00:00May 19, 2023|Marketing, Practice Management, TCJ, Videos, Vlogs|

Navigating Adversity: 3 Guiding Principles for Effective Leadership

By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when a mistake or error occurs. Whether it's internally or externally, they are always looked on as the problem-solvers and are expected [...]

What’s (Not) New About Artificial Intelligence & Marketing

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. While the news cycle might suggest that AI (Artificial Intelligence) is the new “hip” thing to be following and implementing into your marketing systems, let’s not forget that it’s been around the block for many years.  Of course, [...]

Hashtags – #DoYouNeedThem?

While the use of hashtags has evolved over time, they remain a valuable tool for social media marketing and content discovery if effectively used. In short, use them effectively by choosing relevant and specific hashtags that align with your content and target audience. If you don’t do this intentionally, your [...]

2023-05-10T16:14:36+00:00May 5, 2023|Blogs, Digital Marketing, Marketing|

Lights, Camera, Action! How To Shoot The Perfect Video For Social Media

As the world dives deeper and deeper into the digital realm, the need for bigger, fancy equipment is less and less. With full movies being shot today on iPhones, there isn’t much we can’t do ourselves. One area where this reigns true is in video marketing for social media. [...]

How to Craft Headlines That Generate Results 

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Copywriting is an art that requires the use of carefully crafted words to communicate a message effectively. One of the most important aspects of writing marketing copy is specific word choice. The words you choose can impact [...]

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