By Graeme Mills, Team Lead - Copywriter for Simplicity Lone Beacon. In today’s digital-first world, the content your advisory firm puts out is your brand. Whether it’s a blog post, email campaign, ad, video or one-pager, every piece of content is a chance to build trust, demonstrate value and create [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. When it comes to choosing a financial advisor, trust isn’t built overnight. It’s built gradually over time, through repeated interactions. You’re not selling a candy bar; you’re being asked to safeguard someone’s life savings. That’s why the advisory sales cycle is [...]
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Think about your typical day from the perspective of the sheer amount of marketing and advertising you absorb, all the different channels and mediums you're served ads on, and what stood out. I mean…what really stood [...]
By Marcus Roth, Senior Director of Data Automation, Email, and Content Marketing isn’t magic. It's a system. And like any well-functioning system, it works best when the core components are solid and consistent. The most effective marketing begins with strong business fundamentals—specifically, making sure the systems that support client [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust. And in a world where financial headlines change by the hour and economic shifts seem more dramatic than ever, timely communication with your [...]
Download Our Survey Results Report By John Capuano, Co-Founder of Simplicity Lone Beacon, and Marcus Roth, Senior Director of Data Automation, Email, and Content Consumer attitudes toward money and investing are more relevant than ever to the world of financial planning. We’ve mined and analyzed these trends for [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we do at Simplicity Lone Beacon for our clients, then Apple’s recent iOS 18.2 update will change how your emails are received—whether [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails to "unengaged" prospects—prospects who hadn’t opened an email for at least 120 days. While it may seem like an uphill commitment, [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way. The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]
