Simplicity Lone Beacon BLOG
At Simplicity Lone Beacon, we pride ourselves on pushing the boundaries to bring marketing and sales best practices to the financial advisory industry. Our blog is a dedicated space for our published articles and blog posts on marketing and sales insights for financial advisors. We regularly post on financial marketing and sales strategy, guides and best practices, key trends in the industry, and more, to help you maximize your efforts in generating leads and improving ROI.
3 Marketing “Buzzwords” to Live By
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or topic, [...]
What Makes Some Digital Campaigns Fail?
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is measured [...]
Boosted Posts Are the Key to Improving Your Lead Generation Campaigns
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Have you recently had results from your lead generation campaigns that were disappointing? Maybe the campaign didn’t produce many leads [...]
Start Less. Finish More.
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I can [...]
The Importance of Maintaining Client Relationships During Times Of Change in Your Financial Advisory
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. An older friend of mine recently shared an insightful experience about switching financial advisors. This interaction [...]
Navigating Adversity: 3 Guiding Principles for Effective Leadership
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when a [...]
QR Codes: Uncovering The Newest Cyber Security Threat
QR Codes are great. As a matter of fact, I wrote a glowing article about QR Codes, their history, and their glorious comeback. (which you can read here, QR [...]
What’s (Not) New About Artificial Intelligence & Marketing
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. While the news cycle might suggest that AI (Artificial Intelligence) is the new “hip” thing to be following [...]
Hashtags – #DoYouNeedThem?
While the use of hashtags has evolved over time, they remain a valuable tool for social media marketing and content discovery if effectively used. In short, use them effectively by [...]
Lights, Camera, Action! How To Shoot The Perfect Video For Social Media
As the world dives deeper and deeper into the digital realm, the need for bigger, fancy equipment is less and less. With full movies being shot today on iPhones, [...]
