The Simplicity Lone Beacon Blog2026-03-03T21:54:07+00:00

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Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.

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  • Two women talking on a digital marketing video

Two Ways to Jumpstart Your Video Marketing Strategy

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing.    Videos can be one of the most efficient ways for advisors to thoughtfully communicate with and [...]

  • Email marketing efforts on laptop

Immersion Sequence Breakdown – A Deep Dive into What’s Working for Advisors

Co-authored by: Andrew Preshong, Email Marketing Manager at Simplicity Lone Beacon, and Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. Over the past two [...]

  • LinkedIn networking is important

Leveraging LinkedIn: An Advisor’s Guide to Digital Networking

By Ben Kulis, Simplicity Lone Beacon's Operations Manager In the digital age, having a professional online presence is essential for any business leader, especially for Advisors. LinkedIn, the professional's [...]

Want More Clients? Build Stronger Connections with Your Prospects

By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. We live in a world where no matter what age, profession, or demographic you are, your day is riddled [...]

  • Digital marketing campaigns need great art, content, and targeting

The Image, the Content, or the Targeting – Which is Most Important to Digital Marketing Campaigns?

By Craig Foster, Director of Digital Media. There are many components to a digital marketing campaign. When examining the performance of your ads, it can be difficult to accurately [...]

September 13, 2023|Blogs, Digital Marketing, Marketing|
  • Email notifications on a cell phone

A Breakdown of Key Email Analytics to Improve Highly Engaged Campaigns

By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. People get tens, even hundreds of emails a day. With so many emails flying around our [...]

  • Handshake during a client meeting

The 3 “Bare Necessities” of the Customer Journey

By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. “Look for the bare necessities, the simple bare necessities…”  A song made famous by The Jungle Book [...]

  • Team with hands in the middle

Creating a Growth Mindset Amongst Your Team

By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. Throughout my career and personal life, I have held various leadership roles. Among those leadership roles, one of the [...]

  • Hand holding a phone showing various social media apps

What Should Financial Advisors Do About Threads?

By Craig Foster, Director of Media. Recently Meta launched a new platform, “Threads,” as a competitor to Twitter (now called X). The launch came with a lot of [...]

August 9, 2023|Blogs, Digital Marketing, Marketing|

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