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 [...]
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 [...]
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 [...]
Download Our Survey Results Report By John Capuano, Co-Founder of Simplicity Lone Beacon, and Marcus Roth, Senior Director of Data Automation, Email, and Content Consumer attitudes toward money and investing are more relevant than ever to the world of financial planning. We’ve mined and analyzed these trends for [...]
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 [...]
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. When it comes to digital marketing, lead generation is the name of the game. Platforms like Meta and LinkedIn make it easier than ever for financial advisors to generate quality leads that then eventually become clients. However, when your [...]
By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon Summary: Success in large company projects depends on five key components: proactivity, communication, team comradery, leveraging strengths, and revisiting the end goal. Proactive teams anticipate challenges, conduct risk assessments, and adapt quickly to minimize disruptions. Clear communication ensures [...]
https://youtu.be/RTCeYIT0kPo In Simplicity Lone Beacon's latest OneCast, Partners Greg Dinetz and John Capuano talk about how much media consumption for the retirement aged demographic has changed in the last 10 years. Whether you like it or not, your audience is on their phones A LOT, and if you don't adapt [...]
