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.
Data Isn’t The Holy Grail of Business Until You Know How to Use It
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most [...]
3 Helpful Ways to Analyze Your Customer’s Journey
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were [...]
Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note
There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not [...]
5 Must-Have Elements for Financial Advisor Websites
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler [...]
Generation X – The Forgotten Generation Financial Advisors Should Remember
Image by rawpixel.com on Freepik By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation [...]
Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the [...]
QR Codes – The Comeback Kid! But What Can They Do for Your Advisory?
Do you remember in the early 2000s when these ugly, blocky graphics started showing up in random places, and no one knew what they were? Eventually, we [...]
Published Article: Do You Truly Understand Your User?
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did [...]
Financial Advisors, What’s Your First Impression Like?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for [...]
Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. On October 7th, 2022, Simplicity Lone Beacon was informed by Meta (formerly Facebook) that we had become one [...]
Welcome Email Sequences Reduce Sales Cycles for Financial Advisories
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered [...]
Published Article: The Customer Journey and its Impact on Your Revenue
Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally [...]
