https://www.youtube.com/watch?v=Lx-xBZUKMA0 The Great Wealth Transfer isn’t on the horizon—it’s already happening. Trillions of dollars held by the Baby Boomer generation are beginning to pass into the hands of their heirs. And here’s the hard truth: if you’re not building relationships with your clients’ children today, you may not have a [...]
https://www.youtube.com/watch?v=Lx-xBZUKMA0 Clients sometimes worry that working with one advisor for everything means putting all their eggs in one basket. But with a Simplicity advisor, that couldn’t be further from the truth. In reality, a one-stop-shop approach gives clients access to a wide array of strategies, tools, and solutions—from income planning [...]
https://www.youtube.com/watch?v=mYHPVTuH0Is First impressions don’t just open doors, they plant seeds. And in the financial advisory world, the real harvest often comes years later. A kind word, a thoughtful question, or a confident strategy shared in that very first meeting can be the moment someone decides: “This is the person I’ll [...]
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 [...]
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 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 [...]
