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 [...]
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in enhancing lead generation, client acquisition, and overall business growth. As the world modernizes, the age-old debate of whether to invest in [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon. This article originally appeared on www.wealthmanagement.com For marketing companies like ours and our clients, success is measured by the ability to generate, evaluate, nurture and close leads. And for the most part, that means digital leads. The perceived success or failure of [...]
By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, [...]
By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of them to the success or failure. In other words, data [...]
By Craig Foster, Director of Digital Media. Generation X, or Gen X, is a crucial customer base for financial advisors and their firms’ future growth. I have written several articles about how the Generation X demographic is a major opportunity for financial advisors, and what marketing strategies can work to [...]
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your clients? As digital marketers for financial advisors, we surely have. When testing the comparative performance of your campaigns versus “the field”, [...]
By Craig Foster, Director of Digital Media. In the past I’ve written about the importance of social media posting, “The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy” and how boosting those posts, “Boosted Posts Are the Key to Improving Your Lead Generation Campaigns” [...]
By Craig Foster, Director of Digital Media. There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately attribute certain components of your ads to their success or failure. In other words, data attribution is one of the keys [...]
By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare and explosive user growth. Threads hit over 100 million users in just 5 days making it the fastest growing social [...]
