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.
9 Tips to Boost Your Social Media Engagement
By Kirby G Mack, Vice President of Digital Media at Simplicity Lone Beacon. Social media, in today’s world it seems like a must. Especially for businesses. But where do [...]
The Art and Science of Ad Targeting For Financial Advisors
By Zoe Menendez, Senior Digital Media Manager. One of the most important aspects that makes your digital ads successful is the geographic location that you're targeting. It often [...]
How to Capitalize on Your Competitor’s Missed Opportunities
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. According to a 2023 NASDAQ study, nearly 50% of clients with $500K or more considered or actually switched [...]
Increase Your Conversion Rates with Effective CTAs
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Every day financial advisors struggle to creatively craft and properly position their calls to action (CTA). Having [...]
Performance. Consistency. Time. The Only Way To Build Your Brand.
By: Kirby G Mack (Vice President of Digital Media) Recently, New Era put out an ad at the start of the Baseball season that I can’t get out of [...]
In What Order Do Your Prospects Care About the Services You Offer?
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. We surveyed over 1,000 people between the ages of 50 and 70 with [...]
Digital Ads vs Mailers for Financial Advisor Dinner Seminars: Which is Better?
By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their [...]
Email Team Deep Dive: Generating Hype in Email Sequences
Written by Rich Davis, Email Marketing Coordinator at Simplicity Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. A [...]
2 Secrets Financial Advisors Need to Create Captivating Content That Generates Results
By Graeme Mills, Content Manager for Simplicity Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to [...]
Evaluating Your Marketing Strategy: A Guide for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In today's digital age, marketing has become an indispensable tool for financial advisors to grow their client base [...]
Published Article: How Financial Advisors Can Optimize Their Email Newsletters
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content And Andrew Preshong, Simplicity Lone Beacon's Email Marketing Manager This article originally appeared on WealthManagement.com To [...]
How Understanding MQLs and SQLs Can Improve Your Financial Advisory Business
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. As a financial advisor, it's essential to recognize that not all prospects are alike. Understanding the different [...]
