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.
Unlocking Sales and Marketing Success for Financial Advisors: A Case Study
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry advisors across the country are always looking for new ways to bring in more quality [...]
How Financial Advisors Can Elevate Their Marketing Operations in 2024
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for a [...]
Published Article: How to Turn Employees into Brand Advocates
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager This article appeared on WealthManagement.com In today’s connected world, businesses constantly search for innovative ways to boost their brand presence [...]
You Don’t Have To Be Boring. Quick Tips For Highly Effective Marketing.
By: Kirby G Mack (Vice President of Digital Media) Roth IRA, 401(k), fiduciary, Delaware Statuary Trusts, living wills, holistic planning… Have I bored you yet? There are certain industries that, [...]
Facebook Ads Benchmarks for Independent Financial Advisor Marketing
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into your [...]
Cracking the Code of Dinner Event Emails: Key Findings from an Extensive Review
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the [...]
Three Keys to a Successful Digital Brand for Advisors
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of the [...]
Investing in People: The Importance of Hiring and Developing Staff in Financial Advisory Firms
Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are looking [...]
Is Your Company’s Brand a Sign of the Times? Here’s When It’s Time to Consider a Rebrand
By Kirby Mack, VP of Digital Media at Simplicity Lone Beacon What do Johnson & Johnson, Eddie Bauer, and MailChimp all have in common? The answer might surprise you. I [...]
Harnessing the Power of Employees: Transforming Them into Brand Advocates
By Ben Kulis, Simplicity Lone Beacon's Operations Manager In today's connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While digital [...]
