Simplicity Lone Beacon’s Post

For someone planning for retirement, the amount of information out there can seem overwhelming, and it makes it hard for a financial advisor to break through to them... Plus, consider the fact that today’s consumers act and think differently than they did even 10 years ago, and you can see why advisors might be struggling to reach prospects and convert them to clients. In Simplicity Lone Beacon’s recent Webcast to clients John Capuano broke down 3 top consumer trends for financial advisors and how an advisor, like you, can use them to their advantage. #Financialadvisors

In our latest article, Zoe Menendez, Senior Digital Media Manager at Simplicity Lone Beacon shares four key principles for creating effective digital campaigns targeting specific audiences—like those recently impacted by layoffs. Discover how to find the right audience, time your outreach, and set realistic lead expectations.

Earlier this month, a California resident claimed his identity theft protection service alerted him that his personal information had been leaked on the dark web. That personal information came by way of a breach of the website nationalpublicdata.com. In a lawsuit, C.H. claims hackers have accessed the personal data of billions, including Social Security numbers, exposing individuals to fraudsters who could gain access to financial accounts, social media, or even take out loans in their name... In this article, Simplicity Lone Beacon's SVP of Digital Media, Kirby G Mack, delves into the details of this alarming data breach and outline essential steps you can share with your clients to help them protect their personal information and financial security. #cybersecurity #databreach

The truth is that creating great content takes time and effort which, as a financial advisor, you don’t always have. As such, knowing how to keep your content fresh and give it longevity and reusability as marketing collateral can be the difference between struggling to reach your marketing goals and exceeding them... Our latest article from Simplicity Lone Beacon Content manager, Graeme Mills, covers practical strategies for repurposing and refreshing your content to maximize its impact. You’ll discover how to effectively utilize your existing content across various marketing channels without reinventing the wheel each time! #contentmarketing #content

Recently, we teamed up with a client down south to tackle an exciting opportunity. We launched a 3-month trial focused on promoting a tax webinar on-demand. Our goals? Refresh their database with new content and get their current contacts more involved! Learn more from Kasey Dean, Senior Director of accounts at Lone Beacon, A Simplicity Company in her recent post.

In this episode of The Customer Journey, Greg Dinetz and Mike Schaffman discuss event marketing for financial advisors, specifically the comparison and realities of using direct mail and digital ads. Events are a staple in the financial world, with the majority of our clients actively hosting them. We've had to debunk many misconceptions advisors have about direct mail and digital ads. So, before you dismiss either method, it's important to get the full picture to ensure your event's success. #directmail #eventmarketing

When it comes to financial planning, all consumers care about is themselves – and that’s all they should care about! So, why is it so hard to break through? In this short video, John Capuano, offers three practical tips to help you connect with your audience more effectively and stand out in a competitive market. #financialadvisors #marketing

The term “Data-Driven” can be an intimidating term for anyone in the marketing community. As a financial advisor, understanding and selecting the right marketing metrics to track can significantly enhance your client acquisition efforts and influence your overall business growth. It can be overwhelming trying to determine which metrics make the most sense for your business... In this article Ben Kulis, Operations Manager Lone Beacon, A Simplicity Company, explores the essential metrics that every financial advisor should track and how to implement a data-driven strategy effectively! Read more --> https://lnkd.in/ekAvpXMH

Some of the Lone Beacon team members got together yesterday to celebrate our 11th anniversary! The outing consisted of the team going on a Duck Boat Tour, which is a classic Boston experience. Thank you to all the team members who have gotten us this far and to the amazing team we have today!

Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads... Marcus Roth, Senior Director of Data, Automation & Content, takes you through why it is CRUCIAL that you keep adding high-quality leads to the top of your sales funnel. #emailmarketing #data