By Graeme Mills, Team Lead - Copywriter for Simplicity Lone Beacon. In today’s digital-first world, the content your advisory firm puts out is your brand. Whether it’s a blog post, email campaign, ad, video or one-pager, every piece of content is a chance to build trust, demonstrate value and create [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. When it comes to choosing a financial advisor, trust isn’t built overnight. It’s built gradually over time, through repeated interactions. You’re not selling a candy bar; you’re being asked to safeguard someone’s life savings. That’s why the advisory sales cycle is [...]
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) As of 2025, AI tools like ChatGPT are increasingly used for general searches, and the trend is accelerating rapidly. AI-powered results are now default on most mobile searches in the U.S., meaning AI-generated answers are the first [...]
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 [...]
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 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 [...]
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 [...]
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we do at Simplicity Lone Beacon for our clients, then Apple’s recent iOS 18.2 update will change how your emails are received—whether [...]
By Zoe Menendez, Senior Digital Media Manager When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and LinkedIn but this limited strategy could mean you’re missing out on valuable impressions and potential clients. In this article, we’re [...]
