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.
SEO is Dead. Here’s What You Can Do.
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) SEO is dead. This is something proclaimed every year. And depending on which side of the SEO [...]
Apple’s iOS 18.2 Update Changes the Game for Financial Advisor Newsletters – Here’s What You Need to Know
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 [...]
Instagram for Financial Advisors
By Zoe Menendez, Senior Digital Media Manager When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and [...]
Turning Digital Ad Spend into Appointments: A Case Study for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One advisor [...]
A Financial Advisor’s Guide to Obtaining Useful, Effective Client Testimonials
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 [...]
Brand Awareness: Why It’s a Key Element of Financial Advisors’ Marketing Strategy
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and getting [...]
How Consistent Emails Turned a “Dead” Lead into a High-Net-Worth Client
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 [...]
Financial Advisors’ Guide to Compliant Testimonial Marketing
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 [...]
Consistent Spending on Digital Boosts Marketing Success for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a recent 2024 digital ad spending study by EMARKETER, financial services saw the 2nd largest growth in digital [...]
What’s the Difference Between PR and Marketing?
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed [...]
