The Future for Financial “Event Marketing” is Here…And We Can Prove It!

If you're in the finance business, I don't have to tell you that dinner seminars are one of the most common forms of  marketing events...but are you getting the most out of them?

2022-07-14T21:22:04+00:00July 6, 2022|Vlogs|

There is No One-Size-Fits-All Solution When It Comes to Your Digital Marketing Mix

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 [...]

2022-05-27T13:31:11+00:00May 26, 2022|Digital Marketing, Marketing|

The End-to-End Support Many Advisories are Missing

By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales and marketing engines that lift their overall business are primed for strategic growth. Why? Because the value clients see in [...]

The Curious Case of Facebook Leads and Email Nurturing for Advisors

One of the more interesting takeaways Simplicity Lone Beacon has discovered through our data science initiatives is the way Facebook leads act after opting into a form. The technology we use for our clients allow us to monitor the interest levels of prospects and clients by tracking their online actions [...]

2021-10-14T14:18:58+00:00October 14, 2021|Email Marketing, Facebook, Lead Generation|
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