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.
Performance. Consistency. Time. The Only Way To Build Your Brand.
By: Kirby G Mack (Vice President of Digital Media) Recently, New Era put out an ad at the start of the Baseball season that I can’t get out of my [...]
In What Order Do Your Prospects Care About the Services You Offer?
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. We surveyed over 1,000 people between the ages of 50 and 70 with an [...]
Digital Ads vs Mailers for Financial Advisor Dinner Seminars: Which is Better?
By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event [...]
Email Team Deep Dive: Generating Hype in Email Sequences
Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. A few [...]
2 Secrets Financial Advisors Need to Create Captivating Content That Generates Results
By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish [...]
Evaluating Your Marketing Strategy: A Guide for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base and [...]
Published Article: How Financial Advisors Can Optimize Their Email Newsletters
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To continually [...]
How Understanding MQLs and SQLs Can Improve Your Financial Advisory Business
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different types [...]
10 Tips for Financial Advisors’ Marketing Operations
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, [...]
The Data Shows Your Advisory Should Embrace Digital Channels to Supplement Traditional Advertising
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in enhancing [...]
