The baby boomer generation is generally defined as people born from 1946 to 1964. Baby boomers and older Americans have spent decades growing their massive stockpile of wealth, and are often the least targeted demographic in marketing, especially within the financial industry.
Yes, financial advisors have the ability to strengthen their brand and credibility by being on social media. Additionally, advisors can leverage social media ad platforms to increase impressions and drive traffic to their websites, while offering up useful content such as blogs, books and whitepapers and upcoming educational events or webinars.Yes, financial advisors have the ability [...]
Simplicity Lone Beacon creates relevant, educational and engaging content for financial advisors across the country. Taking a step beyond market-specific content, Simplicity Lone Beacon writes about the core retirement topics such as Taxes, Social Security, Estate Planning, 401ks, and more in an easy to understand way for the 50+ demographic.
Responsive websites deliver a premier experience to the end user, especially so across the 50+ demographic. Additionally, properly optimized websites can deliver SEO value while generating leads for financial advisors.
High-net-worth individuals nearing retirement age spend the majority of their media time online. They use the world wide web to help them make important buying decisions, and to stay connected with the world. It begins with a website that works.
While not a compliance entity in of itself, Simplicity Lone Beacon works with partner RIA firms and third-party compliance consulting companies to help review and edit content before it gets distributed to advisors for their final approval.
Simplicity Lone Beacon collects 1st party user data across submit forms, including net investable assets, to help qualify leads. With enhanced targeting capabilities and a mass of data, Simplicity Lone Beacon can properly adjust campaigns to attract high-net-worth leads. Ultimately, the advisors are responsible for the qualification of leads during or before [...]
Simplicity Lone Beacon generates leads through digital ad buying across Facebook, Google, and LinkedIn as well as through Radio and Television broadcast, as well as live events and online videos. Additionally, Simplicity Lone Beacon leverages websites, SEO, content, and email marketing to help generate organic leads while also unearthing existing prospects [...]
Simplicity Lone Beacon’s comprehensive marketing dashboard, The Eye, is the first and only web-based reporting software that integrates all of an advisory’s marketing. The Eye allows Simplicity Lone Beacon to mine and learn from data, resulting in better decisions that give advisors a competitive edge. Advisors can see key performance metrics and useful information [...]
Evaluating a financial advisor’s Strengths, Weaknesses, Opportunities, and Threats allows them to better define their brand and competitive advantage while identifying actionable strategies that can dramatically impact their bottom-line revenue.
