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.
Why Your Marketing Campaigns Lag: Ads Versus SEO
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Do you have a radio or a TV show? Are you running ads on radio and TV programs? Are you [...]
How to Reengage the Unengaged in Your Sales and Marketing Database
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. In my experience guiding successful email campaigns to unengaged contacts in their sales database, I’ve noticed that [...]
Empathy and Privacy Cross Paths on Your Customer’s Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Our digital world is continuing to evolve all around us, and while technology has certainly made things easier, [...]
3 Ways To Improve Your Website’s Bounce Rate
You spent a lot of money on your website, you think it looks great! But does it work? Do people come, stay, and more importantly, return? When was the [...]
Published Article: How to Reach the Next Generation of Retirees
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should [...]
Published Article: Five Must-Haves for Financial Advisor Websites
This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the [...]
Published Article: Why Your Emails Need to Focus
Originally appeared in WealthManagement.com One email. One topic Imagine you’re walking down a quaint, city street and you hear music from buskers around the corner. Maybe you heard one musician playing [...]
Making Your Marketing Commitment in 2023 and Beyond
Source: Freepik.com. Image by rawpixel.com on Freepik. By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent survey performed by Broadridge analyzing [...]
Financial Advisors on TikTok: Can It Work?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you’ve kept up on the world of social media, you are going to hear a lot of talk about [...]
The Importance of Feeding the Beast: A Brief Look into Maintaining an Email Newsletter
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a [...]
