By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often gets forgotten because flashy creatives and thought-provoking copy (which are both equally as important!) is more visible. However, location could be [...]
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 [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having an effective CTA allows an advisor to better attract prospects, convert them into loyal clients, increase existing wallet share, and strengthen [...]
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 [...]
By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they be [...]
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 [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types of prospects is pivotal in tailoring your processes and conversations, providing a superior experience, and elevating your likelihood of securing [...]
