Financial Advisors’ Guide to Compliant Testimonial Marketing

By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a compliant and impactful way.  The effectiveness of testimonials is hard to overstate. Hearing how a product or service helped a customer [...]

How Financial Advisors Can Build Trust with “Micro Buy-Ins”

https://youtu.be/ZJJV_El3rpY Today's consumers are hit with so much information that they get information overload... It takes over their thought process and decision-making comes to a halt due to "choice paralysis." In Simplicity Lone Beacon's recent OneCast, Jason Jenkins, Simplicity EVP, Sales Training, shares his insight on how financial advisors can [...]

2024-10-24T16:57:15+00:00October 24, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

Why We’re In a Trust Recession

  https://youtu.be/8fmHwPmwWNM In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano had Jason Jenkins, Simplicity EVP, Sales Training, on as a guest where they talked about how our mobile devices are contributing to what we call the "Trust Recession". Listen to this key insight and tune in for the next [...]

2024-10-11T20:56:53+00:00October 11, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

Want A Successful Advisory? Focus on the People, Process, and Outcome

https://youtu.be/vAl0YTG_ayk By John Capuano, Partner at Simplicity Lone Beacon We’ve helped a lot of firms grow over the years, and we’ve grown too. The three foundational elements that fuel growth are: 𝗣𝗲𝗼𝗽𝗹𝗲, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗢𝘂𝘁𝗰𝗼𝗺𝗲. But know this, you could have the greatest, most committed people, and the best laid [...]

2024-10-14T13:46:16+00:00October 11, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

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 [...]

Breaking Through in a Commoditized World

https://youtu.be/nPjaEYXPXbo By John Capuano, Partner at Simplicity Lone Beacon How do you break through in a commoditized world where everyone shares the same products as you? No one has a different stock market. So, how are YOU positioning, and implementing, the exact same products that every one of your competitors have? [...]

2024-09-26T20:38:55+00:00September 26, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

The Simplicity Lone Beacon Ad Creation Process

Over the years, Simplicity Lone Beacon has been one of the top financial marketing firms in the country. Our specialty has been building up a strong digital presence for financial advisors, generating prospects for advisors that lead to loyal clients. In this video, Senior Digital Marketing Manager, Zoe [...]

2024-09-23T19:42:43+00:00September 6, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

Financial Advisors: There’s More Money In Motion Than Ever Before!

By John Capuano, Co-Founder of Simplicity Lone Beacon We can all agree that since the pandemic, a lot has changed. In the financial advisory world, this is truer than ever as more money is in motion and more people are considering switching advisors than ever before. In Simplicity [...]

2024-08-22T20:35:41+00:00August 22, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

3 Consumer Trends Every Financial Advisor Should Know

By John Capuano, Co-Founder of Simplicity Lone Beacon For someone planning for retirement, the amount of information out there can seem overwhelming and it makes it hard for a financial advisor to break through to them. Plus, consider the fact that today's consumers act and think differently than [...]

2024-08-23T13:57:13+00:00August 22, 2024|Blogs, Digital Leads, Digital Marketing, John Capuano, Marketing|

Financial Advisors: Is It Time To Change? 

 By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon   If you desire change, then know that you’re responsible and should feel empowered to make that happen. Remember, change is not just about doing something different; it’s about a well-calculated approach toward modifying your perception, behavior, and [...]

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