By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. Digital lead generation has been largely misunderstood by much of the financial community and it’s costed us. We at Simplicity Lone Beacon have been innovators in this space and have demystified digital marketing, and have been able to [...]
https://www.youtube.com/watch?v=dScoYpb2AOo Over $100 trillion is set to change hands in the coming years. That’s not just numbers on a balance sheet—it’s family stories, dreams, and decades of hard work being passed down. Inheritance isn’t just a financial event. It’s emotional, it’s complicated. And it’s already on your clients’ minds. [...]
https://www.youtube.com/watch?v=QafyZ8ohMlE When you hear 'data,' you probably picture spreadsheets, algorithms, and cold, clinical numbers. But in the world of financial advising and sales, data isn’t sterile—it’s deeply human. Used the right way, it becomes a powerful tool to personalize every conversation, every email, every touchpoint with your prospects and clients. [...]
https://www.youtube.com/watch?v=gvXfiTlNNcQ A massive transfer of wealth is already underway—whether your prospects and clients are planning to leave a legacy or preparing to receive one. More and more Americans are thinking beyond their own retirement and asking bigger questions: What will happen to my wealth when I'm gone? Or, what should [...]
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Think about your typical day from the perspective of the sheer amount of marketing and advertising you absorb, all the different channels and mediums you're served ads on, and what stood out. I mean…what really stood [...]
By Marcus Roth, Senior Director of Data Automation, Email, and Content Marketing isn’t magic. It's a system. And like any well-functioning system, it works best when the core components are solid and consistent. The most effective marketing begins with strong business fundamentals—specifically, making sure the systems that support client [...]
https://youtu.be/nO5IRLK6AO0 Marcus Roth and John Capuano explore how survey respondents perceive the role of a full-service advisory firm, and the results may surprise you. Many pre-retirees and retirees still don’t fully recognize the value of having a single, comprehensive financial team guiding their retirement strategy. And among ultra-high-net-worth individuals, belief [...]
https://youtu.be/tsuSZTew9X0 Marcus Roth, and John Capuano share sentiments of pessimism from respondents to the 2025 Retirement Survey about the U.S. economy over the next five years. For advisors, this level of uncertainty among retirees and pre-retirees signals an opportunity to directly acknowledge these concerns. It’s not just about offering a [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust. And in a world where financial headlines change by the hour and economic shifts seem more dramatic than ever, timely communication with your [...]
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 [...]
