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 Importance of Having a Social Media Strategy
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. There's no more excuses for financial advisors not to have a social media strategy... and the data proves it. [...]
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 [...]
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: 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 [...]
7 Tactical Tips To Brainstorming Killer Ad Concepts That Actually Work
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. My last two articles in this series covered the heady strategy and history [...]
How Financial Advisors Can Refresh and Reuse Great Marketing Content
By Graeme Mills, Content Manager for Simplicity Lone Beacon. In my last article, I covered what makes great content for your advisory’s marketing efforts, and why it matters. In this [...]
