By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In part two of this series on benefits-driven copywriting for financial advisors I am going to dive into specific examples of what good benefits-driven writing looks like for independent financial advisors, how to convey benefits quickly, and [...]
Simplicity Lone Beacon works with some of the biggest financial advisory offices and institutions across the country, but whether your business is big or small, it’s crucial to have a great looking and functional website that not only helps you put your best digital foot forward to those who visit, [...]
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 [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Simplicity Lone Beacon conducts consumer surveys designed specifically [...]
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
Having an up-to-date and robust social media presence is an inexpensive and effective way for advisors and institutions to boost their visibility to potential customers and existing clients who may not know who you are or what your business is all about. It is an important element in the 21st [...]
Savvy business owners and organizations understand the importance of text marketing to engage their customers and build brand awareness. It’s no secret that people are almost always attached to their phones, even the 50+ demographic. According to Pew Research, 97% of U.S. adults say they own a cellphone1. Additionally, data [...]
