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.
Creating a Growth Mindset Amongst Your Team
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the most [...]
No. Why Not? Yes.
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a bit strapped for time. But consider the best and [...]
Do I Really Need to Maintain My Website? Why Your Website Should Be Treated Like A Luxury Car
By Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon Have you ever looked at the recommended maintenance or service schedule of your vehicle? We all know, or [...]
What Should Financial Advisors Do About Threads?
By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of fanfare [...]
Two Helpful Ways to Boost Customer Advocacy
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked is [...]
The Value of a Woman’s Perspective for Your Financial Advisory
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow women [...]
I Just Launched A Brand New Website! Why Is My Traffic Down?
By Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon Knowledge is great. I love learning new things. But sometimes we can take for granted the things we [...]
The Crucial Role of Email Domains for Financial Advisory Sales and Marketing
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's no [...]
The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are the [...]
Financial Advisors – Take The Time To Adopt Your Client’s Perspective
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model prospect [...]
