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.
The Marketing Ecosystem Doesn’t Stop In Times of Crisis
At a time when everyone is looking for information about the impact of the coronavirus and what they can do about it, financial advisors can be an important source of [...]
Running the Coronavirus Marathon: What’s your Strategy?
Today is Patriot’s Day in Massachusetts, and the best day of the year to live in Boston. It commemorates the battles of Lexington and Concord, but it’s also known as [...]
Our Facebook Advertising Best Practices
Digital advertising practices were already changing at record speed and are changing even more during the coronavirus crisis. Financial advisors must adapt quickly to a world where traditional dinner seminars [...]
Webinars: Embracing the “New Normal”
We have all recognized the necessity of embracing digital and virtual options to more efficiently communicate with our staff, clients, and prospects. The need to replace dinner seminars and live [...]
Simplicity Lone Beacon’s Work from Home Tips
Even though we’re all used to communicating with clients and colleagues over phone and email, it can be difficult to doing so exclusively while isolated. If you’ve suddenly found yourself [...]
Financial Advisors: Present Yourself As a Thought Leader in a Crisis
Crises can create mass panic, but they can also create leaders. At a time when the media offers a constant and often overwhelming amount of information and conflicting messages, financial [...]
Email Marketing: Avoiding Fatigue and Protecting Email Reputation
We interviewed Don Kwak, our Director of Marketing Technology and Analytics, to find out about Simplicity Lone Beacon’s strategic approach to email marketing. Email marketing is an essential part of [...]
7 Steps for Email Marketing Success
Email marketing has huge ROI potential - $42 for every $1 spent.[1] We’ve developed an email marketing philosophy and best practices over the years and have seen significant results for [...]
6 Facts About Baby Boomers and How they Drive Our Marketing Approach
The first rule of marketing is to know your audience. We not only know about their concerns and decision-making process, but how they engage with content and on what platforms. [...]
Designing for Mobile
Consider these facts: Mobile web traffic first surpassed desktop in 2015, and has continued to increase to the point where up to 70% of web traffic is viewed on mobile.[1] [...]
