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.
Unlocking Sales and Marketing Success for Financial Advisors: A Case Study
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry advisors across the country are always looking for new ways to bring in more [...]
How Financial Advisors Can Elevate Their Marketing Operations in 2024
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager As we step into 2024, financial advisors have an opportunity to revamp their marketing operations and set the stage for [...]
Published Article: How to Turn Employees into Brand Advocates
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager This article appeared on WealthManagement.com In today’s connected world, businesses constantly search for innovative ways to boost their brand [...]
You Don’t Have To Be Boring. Quick Tips For Highly Effective Marketing.
By: Kirby G Mack (Vice President of Digital Media) Roth IRA, 401(k), fiduciary, Delaware Statuary Trusts, living wills, holistic planning… Have I bored you yet? There are certain industries [...]
Facebook Ads Benchmarks for Independent Financial Advisor Marketing
By Craig Foster, Director of Digital Media. Have you ever wondered how your marketing campaigns stack up against others when aiming to turn prospects for independent financial advisors into [...]
Cracking the Code of Dinner Event Emails: Key Findings from an Extensive Review
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. Over [...]
Three Keys to a Successful Digital Brand for Advisors
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Building and sustaining a quality digital brand requires discipline and creativity. Financial advisors operate in one of [...]
Investing in People: The Importance of Hiring and Developing Staff in Financial Advisory Firms
Image Source: Pixabay By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We all understand that people seek the help of financial advisors because they are [...]
Is Your Company’s Brand a Sign of the Times? Here’s When It’s Time to Consider a Rebrand
By Kirby Mack, VP of Digital Media at Simplicity Lone Beacon What do Johnson & Johnson, Eddie Bauer, and MailChimp all have in common? The answer might surprise you. [...]
Harnessing the Power of Employees: Transforming Them into Brand Advocates
By Ben Kulis, Simplicity Lone Beacon's Operations Manager In today's connected world, businesses constantly search for innovative ways to boost their brand presence and break through the noise. While [...]
How to Transform Your Financial Knowledge into Compelling Content
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor in the digital age, transforming your financial and economic expertise into compelling content is an essential [...]
Addressing the Where and What of Your Social Media Strategy
By Craig Foster, Director of Digital Media. In the past I’ve written about the importance of social media posting, “The Case for Organic Social Media: How Organic Can Support [...]
