• How to turn employees into brand advocates

Published Article: How to Turn Employees into Brand Advocates

  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 [...]

Published Article: Financial Advisors on TikTok: Can It Work?

  By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com If you’ve kept up in the world of social media, you’ve likely heard a lot of talk about TikTok, both good and bad. With TikTok as one of the fastest-growing social media sites, financial advisors might be [...]

Published Article: How to Reach the Next Generation of Retirees

  By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, [...]

Published Article: Five Must-Haves for Financial Advisor Websites

  This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as limited. However, it doesn’t have to.

Published Article: Three Helpful Ways to Analyze Your Customer’s Journey

  Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.   Originally appeared in WealthManagement.com By Mike Schaffman,  VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]

Published Article: Generation X – The Forgotten Generation That Financial Advisors Should Remember

  Get smart about engaging with the next set of retirees.   By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com Generation X to many people is the forgotten generation that falls between the baby boomers and millennials. But this is a generation now entering the prime [...]

Published Article: Financial Advisors, What’s Your First Impression Like?

  Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]

Published Article: Do You Truly Understand Your User?

  "If you have to explain the joke, it's not funny."   By Kirby Mack,  VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]

Published Article: The Customer Journey and its Impact on Your Revenue

  Properly defining your target market and leveraging data to engage them are more important than ever.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com   The financial industry is very much in-tune with the correlations that exist between the stock market and [...]

2024-03-25T21:34:29+00:00September 29, 2022|Advertising, Marketing, Published Articles, Sales, WealthManagement.com|

Do You Truly Understand Your User?

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon  If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of [...]

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