Financial Advisory Practice Management Expertise and Insights
Simplicity Lone Beacon has first-hand experience deploying business best practices. We've built successful businesses from the ground up. Today, we're helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. Our expertise helps financial advisors:
Financial Advisor Practice Management Articles
Pay Attention to Digital and In-Person Buying Signals
https://www.youtube.com/watch?v=-QMJG5QJN6E The strongest prospects often show their interest before they ever say a word—you just need to know what to look for. This clip breaks down digital and in-person buying signals that can guide your next move. Online, it might be clicking on emails, visiting your website, or downloading a [...]
Diversify How You Reach Prospects
https://www.youtube.com/watch?v=M_2R28xfL28 Relying on just one way to reach prospects is like putting all your investments in a single stock—risky. This clip dives into why financial advisors should diversify their marketing channels. From email and social media to search ads, retargeting, and in-person touchpoints, each channel plays a role in building [...]
How Financial Advisors Can Be Certain a Prospect Is Interested In Becoming a Client
https://www.youtube.com/watch?v=htBEVU-JNk0 Prospects often reveal their interest long before they ever speak to you—and the proof is in their digital behavior. This clip focuses on the digital evidence that someone is considering becoming a client. Actions like downloading a guide from your email or website, revisiting key service pages, clicking on [...]
TCJ Episode 37: Buying Signals Financial Advisors Should Pay Attention To
https://www.youtube.com/watch?v=qIn7-ViK7t4 Not all prospects raise their hand when they’re ready to work with you—but they do leave clues. In this video, we break down the digital and in-person buying signals every financial advisor should be watching for. From clicking on emails, visiting your website, engaging with social media, or downloading [...]
TCJ Episode 36: Why Marketing Diversification Is Crucial
https://www.youtube.com/watch?v=pf8x4E11Tzg In the same way financial advisors preach the importance of portfolio diversification to weather market volatility, the smartest advisors are also diversifying their marketing strategies to ensure consistent growth—no matter the market season. This video explores the value of marketing diversification for financial advisors. While live events and seminars [...]
TCJ Episode 35: Allocating Time for Your Marketing Efforts
https://www.youtube.com/watch?v=N_PKDN9iBag Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object in front of you that [...]
Don’t Chase Shiny Objects
https://youtu.be/hWU0wAl8XwM How can you tell if you're getting bad marketing advice? Is it an actionable marketing effort that will lead to results? Or is it just a shiny object? Financial advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object [...]
Here’s How Digital Changed Referral Culture
https://youtu.be/8oa4qO52_Tc Greg Dinetz, Partner at Simplicity Lone Beacon, and Mike Schaffman, VP of Sales and Marketing at Simplicity Lone Beacon discuss today's referral marketing culture. Believe it or not, today, digital marketing plays a huge role in the culture of referral marketing, and social media is a big part of [...]
Devoting Time to Your Marketing Efforts
https://youtu.be/N_PKDN9iBag Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time on marketing. Why? They're getting bad advice! An outside vendor might dangle a shiny object in front of you that [...]
TCJ Episode 34: Referral Culture is Changing
https://youtu.be/cKhO-XidZ3s Welcome back to another episode of The Customer Journey! In the last episode, Greg and Mike talked about how the customer journey online is changing and what that means for financial advisor's content strategy... but another part of that change has to do with referrals and how they [...]
TCJ Episode 33: 2025 Is About Content Strategy
https://www.youtube.com/watch?v=3F0Pevp7-xg Welcome to episode 33 of The Customer Journey! In this episode, Mike and Greg talk about how consumer behavior is changing in 2025 and why it's so important for financial advisors to have their content strategy at the front of their minds. The world of search is rapidly changing [...]
TCJ Episode 32: Part of Customer Experience is Education
https://youtu.be/i8H4JR3ZTXs Welcome to episode 32 of The Customer Journey! In this episode, Mike and Greg talk about how educating your prospects is essential in giving them a positive experience with your brand, ultimately keeping them engaged along the journey to becoming your clients. In our experience, when prospects are more [...]
The Power of Email Automation
https://youtu.be/GwDMhqnCUZk When a prospect is vetting advisors, odds are you're 1 of 3 they're looking at. By utilizing email automation, you can help make sure you're in front of your prospects more than your competitors are, giving you and your firm the upper hand. If you want to know the [...]
The Data Shows Email Automation Can Work for Advisors
https://youtu.be/gJ-wxmFTEkM A fully integrated, sophisticated email automation system is so crucial for financial advisors to have. In fact, advisors who utilize our system close leads 60% faster than advisors who don't. If you want to know the marketing insights that make financial advisories successful, learn how Simplicity Lone Beacon can [...]
TCJ Episode 31: Experience is Everything
https://youtu.be/G6aQggOlHy4 Welcome to episode 31 of The Customer Journey! Investing in the experience for your clients and potential clients might seem frivolous, but it's a sure fire way to make your brand memorable and set your firm apart from your competitors. In today's episode, Mike and Greg will be talking [...]
What’s the Difference Between PR and Marketing?
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
