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.
QR Codes: Uncovering The Newest Cyber Security Threat
QR Codes are great. As a matter of fact, I wrote a glowing article about QR Codes, their history, and their glorious comeback. (which you can read here, [...]
What’s (Not) New About Artificial Intelligence & Marketing
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. While the news cycle might suggest that AI (Artificial Intelligence) is the new “hip” thing to be [...]
Hashtags – #DoYouNeedThem?
While the use of hashtags has evolved over time, they remain a valuable tool for social media marketing and content discovery if effectively used. In short, use them effectively [...]
Lights, Camera, Action! How To Shoot The Perfect Video For Social Media
As the world dives deeper and deeper into the digital realm, the need for bigger, fancy equipment is less and less. With full movies being shot today on [...]
Are You In a “Buddy Buy” Relationship?
By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a personal relationship rather than [...]
How to Craft Headlines That Generate Results
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. Copywriting is an art that requires the use of carefully crafted words to communicate a message [...]
4 Ways ChatGPT Can Help Financial Advisors Today
By Marcus Roth, Simplicity Lone Beacon's Senior Director of Data, Automation & Content. As a financial advisor, you are tasked with helping your clients achieve their financial goals, while [...]
First-Party Data: A Resource Worth Mining
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it's never been more important to understand [...]
Is Your Customer’s Journey a Captivating Experience?
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. When trying to evaluate and enhance your customer’s journey, you’re faced with thousands of data points [...]
Published Article: Financial Advisors on TikTok: Can It Work?
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com If you’ve kept up in the world of social media, you’ve likely heard a lot of [...]
How Do AI-Generated Ads Compare to Human-Written Ads?
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. Everywhere you look these days you see people talking about Artificial Intelligence or AI. They talk about the [...]
4 Questions Every Financial Firm Should Know the Answers to
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a [...]
