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 StoryBrand Framework: The Secret to Marketing Success for Financial Advisors
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. In today’s competitive financial advisory landscape, it is crucial to stand out by [...]
8 Lessons On Creativity Financial Advisories Can Learn From
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) I know what you’re thinking. “Why does a financial advisor have to be creative? Technical knowledge and [...]
The Simplicity Lone Beacon Ad Creation Process
Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence [...]
4 Principles Of Digital Campaigns To Narrow Target Audiences
By Zoe Menendez, Senior Digital Media Manager. A well-informed financial strategy can make the difference between someone thriving through retirement or struggling through it, yet only 1% of Americans [...]
Financial Advisors: There’s More Money In Motion Than Ever Before!
By John Capuano, Co-Founder of Simplicity Lone Beacon We can all agree that since the pandemic, a lot has changed. In the financial advisory world, this is truer [...]
3 Consumer Trends Every Financial Advisor Should Know
By John Capuano, Co-Founder of Simplicity Lone Beacon For someone planning for retirement, the amount of information out there can seem overwhelming and it makes it hard for [...]
Financial Advisors: Is It Time To Change?
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon If you desire change, then know that you’re responsible and should feel empowered to make that [...]
Crafting an Effective Press Release: Best Practices for Independent Financial Advisors
By Graeme Mills, Content Manager for Simplicity Lone Beacon. In the world of financial advisors, making improvements to your business, personnel, or self, creating institutional partnerships, and engaging in your [...]
National Public Data: 2.7 Billion Records Leaked On The Dark Web – What Should You Do?
By: Kirby G Mack (Vice President of Digital Media) New lawsuit claims 2.7 billion records from National Public Data, including 500 million Social Security numbers, have been leaked on the [...]
Takeaways from a Financial Advisor’s Successful Video Marketing Strategy
By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon A financial advisor came to us looking to expand his firm’s brand awareness, aiming to connect personally with his [...]
