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.
Financial Marketing: DIY Vs Done For You
If you’re a financial institution and have an in-house marking department...are you counting on that department to propel your brand and generate revenue? Even the world's biggest brands rely [...]
Your Website is Your Virtual Storefront: How Does Yours Measure Up?
You need a great website! More people will visit your website than will ever step foot in your office. Your website is your virtual storefront, and it should also [...]
How Well Do You Understand Your Business? A SWOT Analysis Can Help
It’s important for any company, whether it’s just starting out or has been in business for fifty years, to regularly take the time to analyze and ask itself what [...]
Why is REAL Organic Growth Missing From Your M&A Strategy?
If you don’t have a plan in place for true organic growth, you’re leaving money on the table. Whether you’re an RIA looking to acquire firms or you’re an [...]
You Will Win or Lose Business Relationships Based on These Three Factors
As we rapidly approach the end of the year, this is a time for many for personal and professional reflection. It’s also the time when principals and executives of [...]
Why is “Brand Building” So Difficult for Financial Advisories?
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” [...]
The Curious Case of Facebook Leads and Email Nurturing for Advisors
One of the more interesting takeaways Simplicity Lone Beacon has discovered through our data science initiatives is the way Facebook leads act after opting into a form. The technology [...]
Published Article: Financial Advisor Tips From ‘Comedians in Cars Getting Coffee’
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? This article [...]
A Celebration of Competitors! Thoughts from the 2021 Boston Marathon
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal [...]
Who Are You? Why Branding is Critical to Your Business
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier [...]
Do You Understand Your Marketing Tech?
Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other [...]
Do You Suffer From “Shiny New Objects Syndrome”?
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet [...]
