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.
Hacking Your Website – Why It’s Crucial to Update Your Website’s Back End
There is a little saying I use when talking to people about the importance of maintenance and security on their website. To set and forget is to welcome [...]
Your Next Marketing Strategy? Hello YouTube
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, have [...]
Good Branding: The Glue that Binds Marketing and Sales & Turns Prospects to Clients
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was [...]
Published Article: Three Helpful Ways to Analyze Your Customer’s Journey
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By Mike [...]
Published Article: Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into the [...]
Published Article: Why Financial Advisors Should Never Buy Email Lists
Get smart about engaging with the next set of retirees. By Marcus Roth, Senior Director of Email, Automation, and Content. This article originally appeared on WealthManagement.com Buying [...]
What the Font? Why Your Website’s Typography May be More Important Than Its Images
Fonts matter, just like color, it can set the tone from the beginning. Let’s take a look at one of the most classic examples: Which note would you rather find [...]
How to Reach the Next Generation of Retirees
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. [...]
Who’s Giving You Digital Advice?
Financial advisors, who's giving you your digital advice? If you’re investing in digital media for lead generation, chances are you know very little about how to decipher and measure results, [...]
Why Your Emails Need to Focus
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. One musician on the street corner is a tune, a few in harmony is a band, working [...]
