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.
Two Helpful Ways to Boost Customer Advocacy
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Many advisories will celebrate the acquisition of a new client, as they should, but what’s often overlooked [...]
The Value of a Woman’s Perspective for Your Financial Advisory
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. The financial industry has historically been dominated by the male perspective. In fact, I've noticed a lack of fellow [...]
I Just Launched A Brand New Website! Why Is My Traffic Down?
By Kirby Mack, Vice President of Digital Media at Simplicity Lone Beacon Knowledge is great. I love learning new things. But sometimes we can take for granted the things [...]
The Crucial Role of Email Domains for Financial Advisory Sales and Marketing
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Independent financial advisors are entrusted with a significant responsibility: safeguarding their clients' retirement savings. It's [...]
The Case for Organic Social Media: How Organic Can Support Your Paid Social Marketing Strategy
By Craig Foster, Director of Media. Recently I wrote about how boosting posts on social media sites can help improve the results of your lead-generation campaigns, “Boosted Posts Are [...]
Financial Advisors – Take The Time To Adopt Your Client’s Perspective
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. I learned a valuable lesson from a friend of mine who would be considered a model [...]
3 Marketing “Buzzwords” to Live By
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Buzzwords are used in every industry to attempt to signal technical knowledge on a subject or [...]
What Makes Some Digital Campaigns Fail?
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages of the customer journey. Success is [...]
Boosted Posts Are the Key to Improving Your Lead Generation Campaigns
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Have you recently had results from your lead generation campaigns that were disappointing? Maybe the campaign didn’t produce many [...]
Start Less. Finish More.
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for 1 that I know I [...]
The Importance of Maintaining Client Relationships During Times Of Change in Your Financial Advisory
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. An older friend of mine recently shared an insightful experience about switching financial advisors. This [...]
Navigating Adversity: 3 Guiding Principles for Effective Leadership
By Kasey Dean, Simplicity Lone Beacon's Senior Director of Accounts. In the financial industry, and any business, managers and leaders tend to be the first ones called upon when [...]
