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.
You Will Win or Lose Business Relationships Based on These Three Factors
As we rapidly approach the end of the year, this is a time for many for personal and professional reflection. It’s also the time when principals and executives of firms [...]
Why is “Brand Building” So Difficult for Financial Advisories?
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of [...]
The Curious Case of Facebook Leads and Email Nurturing for Advisors
One of the more interesting takeaways Simplicity Lone Beacon has discovered through our data science initiatives is the way Facebook leads act after opting into a form. The technology we [...]
Published Article: Financial Advisor Tips From ‘Comedians in Cars Getting Coffee’
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? This article originally [...]
A Celebration of Competitors! Thoughts from the 2021 Boston Marathon
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and [...]
Who Are You? Why Branding is Critical to Your Business
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when [...]
Do You Understand Your Marketing Tech?
Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other software. [...]
Do You Suffer From “Shiny New Objects Syndrome”?
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many [...]
2022 Is Here! Are You Prepared?
There are less than 50 business days left in the year (we don't count anything after Thanksgiving), are you still focused on 2021? Make sure you're using the final days [...]
A.I. and First Party Data: A Winning Combination for Financial Advisors
With data analysis potential far more advanced than human capabilities, artificial intelligence is changing the face of digital marketing. Utilizing A.I. can help save valuable time and resources through automation. [...]
