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.
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 [...]
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. [...]
9 Tips to Boost Your Social Media Engagement
By Kirby G Mack, Vice President of Digital Media at Simplicity Lone Beacon. Social media, in today’s world it seems like a must. Especially for businesses. But where do you [...]
The Art and Science of Ad Targeting For Financial Advisors
By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often gets [...]
How to Capitalize on Your Competitor’s Missed Opportunities
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a 2023 NASDAQ study, nearly 50% of clients with $500K or more considered or actually switched advisors [...]
Increase Your Conversion Rates with Effective CTAs
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having an [...]
