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.
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 [...]
Key Advice for Financial Advisors to Break Through
By John Capuano, Co-Founder of Simplicity Lone Beacon When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! [...]
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 [...]
Utilizing the Power of Volunteerism for Your Advisory
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager The term “Marketing” has evolved over the years and now encompasses a wide variety of strategies all geared towards two main goals, [...]
Selecting the “Right” Marketing Metrics
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager The term “Data-Driven” can be an intimidating term for anyone in the marketing community. As a financial advisor, understanding and selecting the [...]
Thoughts on Modern Advertisements – Part 2: 6 Reasons Why the Look of Ads Have Changed
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. As detailed in the first article of this series, advertising has undergone a significant [...]
Case Study: How Email Nurturing Improved Webinar Signups And Attendance
By Kasey Dean, Simplicity Simplicity Lone Beacon's Senior Director of Accounts. Recently, we teamed up with a client down South to tackle an exciting opportunity. We launched a 3-month trial [...]
TCJ Episode 28: Understanding the Realities of Direct Mail and Digital for Events
We're back with another episode of The Customer Journey! In this episode, Greg and Mike discuss event marketing for financial advisors, specifically the comparison and realities of using [...]
Navigating the Financial Services Landscape: 4 Marketing Mistakes Financial Advisors Should Avoid
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we see on a day-to-day basis, the marketing landscape is constantly evolving, and consumer expectations continue to shift. Because of this, [...]
Thoughts on Modern Advertisement – Part 1: Changes Over Time
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. There used to be a certain way logos and headlines needed to look. [...]
