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.
Published Article: Generation X – The Forgotten Generation That Financial Advisors Should Remember
Get smart about engaging with the next set of retirees. By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com Generation X to many people is [...]
Published Article: Financial Advisors, What’s Your First Impression Like?
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of Sales [...]
Data Isn’t The Holy Grail of Business Until You Know How to Use It
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important [...]
3 Helpful Ways to Analyze Your Customer’s Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once [...]
Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note
There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a [...]
5 Must-Have Elements for Financial Advisor Websites
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler named [...]
Generation X – The Forgotten Generation Financial Advisors Should Remember
Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that [...]
Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany [...]
QR Codes – The Comeback Kid! But What Can They Do for Your Advisory?
Do you remember in the early 2000s when these ugly, blocky graphics started showing up in random places, and no one knew what they were? Eventually, we found [...]
Published Article: Do You Truly Understand Your User?
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a [...]
