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.
10 Tips for Financial Advisors’ Marketing Operations
Image: Freepik.com By Ben Kulis, Simplicity Lone Beacon’s Operations Manager No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, [...]
The Data Shows Your Advisory Should Embrace Digital Channels to Supplement Traditional Advertising
By Craig Foster, Director of Digital Media. In the financial advisory world, the allocation of marketing budgets, especially when you have a limited budget, plays a pivotal role in [...]
Be Comfortable Being Uncomfortable… And Other Tips to Fuel Creativity
By: Kirby G Mack (Vice President of Digital Media) The comfort zone. What is it? It’s a zone in which we feel we have the most control. It’s confidence. [...]
Successful Email Subject Lines: Analyzing 2,700 Email Deployments
Written by Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. [...]
Published Article: Why Do Most Digital Lead Platforms Fail?
By John Capuano, Co-Founder of Simplicity Lone Beacon. This article originally appeared on www.wealthmanagement.com For marketing companies like ours and our clients, success is measured by the ability [...]
Published Article: How Financial Advisors Can Connect with Gen X
By Craig Foster, Director of Digital Media at Simplicity Lone Beacon. This article originally appeared on wealthmanagement.com Generation X is a crucial customer base for financial advisors and [...]
Published Article: What is Most Important to Digital Marketing Campaigns
By Craig Foster, Director of Digital Media. This article originally appeared on www.wealthmanagement.com There are many components to a digital marketing campaign. When examining the performance of your [...]
Tracking Client and Prospect Engagement: Finding Leads You May Have Missed
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. We’ve got bad news: you’re probably missing out on a huge source of potential leads. But [...]
Be The Boneless Wing of Your Industry
By: Kirby G Mack (Vice President of Digital Media) Historically, chicken wings were the less desirable, cheap alternative meal due to the lack of meat, chewy cartilage, and higher [...]
Insights Financial Advisors Need to Connect with Gen X
By Craig Foster, Director of Digital Media. Generation X, or Gen X, is a crucial customer base for financial advisors and their firms’ future growth. I have written several [...]
Published Article: Take The Time To Adopt Your Client’s Perspective
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. This article originally appeared on WealthManagement.com I learned a valuable lesson from a friend who would [...]
Email Marketing and Copy Writing for Financial Advisors: When to Use Long-Form Content
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Certain prospects value different features when shopping for an advisor. But there are mostly just two [...]
