Join Simplicity Lone Beacon Co-Founders and Simplicity Group Partners, John Capuano, and Greg Dinetz, as they discuss change as it relates to media consumption and consumer behaviors. Discussion Topics: The evolution of media consumption - Why traditional channels are fading and where your audience is actually paying attention. The [...]
https://youtu.be/sbwUohU9l3g In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano met with VP of Sales and Marketing, Mike Shaffman to talk about 5 important concepts for advisors to be attuned to in 2025... One of the biggest: How referrals work in the digital age. Listen to this key insight and [...]
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 [...]
Join Simplicity Lone Beacon Co-Founder, John Capuano, and the VP of Sales & Marketing, Michael Schaffman, as they share actionable strategies to help you break-through and connect with clients in a competitive market. Topics to be discussed: How to navigate shifting buying habits and market saturation. How to nurture [...]
By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One advisor spent most of the past year-and-half struggling to set up appointments from their various events. They tried multiple mail houses, [...]
https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why every financial advisor [...]
https://www.youtube.com/watch?v=6wTE_6Kn6jY We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it... But there's more to it for financial advisors in 2025. Hyper-personalization is increasingly necessary for financial advisors, meaning people don't just want to [...]
https://www.youtube.com/watch?v=SlzlyRdQRQs The use of artificial intelligence is a white-hot topic, and it’s shaping up to be especially influential in the financial advisor space. And it's something we at Simplicity Lone Beacon have been honing for years, staying a step ahead on behalf of the financial advisors we work with. The [...]
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant testimonial is. Then, you must understand how to best solicit those testimonials in a way that prompts your target audience for [...]
