The Top 5 Lessons We Learned in 2020

An interview with Simplicity Lone Beacon Co-Founder, John Capuano While we might not have realized it at the start of the pandemic, our worlds have fundamentally changed. The way we live will never be the same again, even after COVID is declared to no longer be a serious threat. The [...]

2021-08-26T18:37:20+00:00January 7, 2021|Leadership, Management|

Financial Experience Within Our Company

Simplicity Lone Beacon is proud to have several employees who have passed the same financial exams many of our advisors have. We view ourselves not just as a marketing firm, but a comprehensive marketing firm specializing in the financial services vertical. Special knowledge of the financial and insurance products our [...]

2020-07-31T16:35:27+00:00July 25, 2020|Leadership, Practice Management|

The “Stronger Together” Program: Engaging and Supporting Local Communities

Advisors can’t hold in-person events or meetings, but the retirees’ and pre-retirees’ need for financial guidance has never been greater. At this time, many Americans are also looking to support local businesses and first responders. In response to these challenges, Simplicity Lone Beacon is launching our “Stronger Together” referral program [...]

2020-07-31T16:22:50+00:00May 1, 2020|Blogs, Community Engagement, Leadership|

Financial Advisors: Present Yourself As a Thought Leader in a Crisis

Crises can create mass panic, but they can also create leaders. At a time when the media offers a constant and often overwhelming amount of information and conflicting messages, financial advisors can be an important source of information and guidance for their clients and prospects. Whether they’re offering analysis of [...]

2020-07-31T16:24:47+00:00March 23, 2020|Blogs, Communication, Crisis Management, Leadership|
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