NEWS, BLOG, AND VLOG
Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.
Hacking Your Website – Why It’s Crucial to Update Your Website’s Back End
There is a little saying I use when talking to people about the importance of maintenance and security on their website. To set and forget is to [...]
Your Next Marketing Strategy? Hello YouTube
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, [...]
Good Branding: The Glue that Binds Marketing and Sales & Turns Prospects to Clients
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing [...]
Published Article: Three Helpful Ways to Analyze Your Customer’s Journey
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By [...]
Published Article: Without Digital Technology, Your Financial Advisory Firm May Be Stuck in the Stone Age
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into [...]
Published Article: Why Financial Advisors Should Never Buy Email Lists
Get smart about engaging with the next set of retirees. By Marcus Roth, Senior Director of Email, Automation, and Content. This article originally appeared on WealthManagement.com [...]
What the Font? Why Your Website’s Typography May be More Important Than Its Images
Fonts matter, just like color, it can set the tone from the beginning. Let’s take a look at one of the most classic examples: Which note would you rather [...]
How to Reach the Next Generation of Retirees
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should [...]
Who’s Giving You Digital Advice?
Financial advisors, who's giving you your digital advice? If you’re investing in digital media for lead generation, chances are you know very little about how to decipher and measure [...]
Why Your Emails Need to Focus
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. One musician on the street corner is a tune, a few in harmony is a band, [...]
Published Article: Generation X – The Forgotten Generation That Financial Advisors Should Remember
Get smart about engaging with the next set of retirees. By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com Generation X to many people [...]
Published Article: Financial Advisors, What’s Your First Impression Like?
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of [...]
