• https://www.youtube.com/watch?v=UdDOIbV92Ig

Introducing the Simplicity Lone Beacon Sales and Marketing Playbook for the Modern Financial Advisor

When we started Simplicity Lone Beacon 10 years ago, we knew a ton about sales and marketing, and enough about the financial industry to help our clients in simple ways. Our understanding of key demographics, consumer behavior and media consumption helped to separate us from a thin field [...]

2023-03-10T19:40:47+00:00March 9, 2023|Marketing, Simplicity Lone Beacon, Videos, Vlogs|

New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz

Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]

Big Changes to Email Marketing in iOS 15

By Marcus Roth, Senior Director of Data, Automation & Content The Problem and How The World Is Affected: Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. Since most Apple users utilize the Mail app to view their [...]

Meet the Latest Additions to Our Team!

We’re excited to welcome two new members to the Simplicity Lone Beacon family, Christina Pappas and Gabby DeMaria! Both come to us with valuable digital marketing experience and will help us grow as a company. Here’s a little about their backgrounds and what they hope to accomplish at Simplicity Lone [...]

2020-11-18T18:18:26+00:00October 23, 2020|Simplicity Lone Beacon|

Meet the Newest Member of Our Team

We’re excited to welcome the newest member of our team, Craig Foster! Craig comes to us with a wealth of experience in digital marketing and with a new perspective on how to grow our services. Here’s a bit about his background and what he hopes to accomplish at Simplicity Lone [...]

2020-07-31T16:35:47+00:00July 18, 2020|Simplicity Lone Beacon|

Simplicity Lone Beacon Gives Back!

Simplicity Lone Beacon was a proud sponsor of Pinned Golf’s 1st Annual Charity Golf Day, benefiting the Travis Roy Foundation. Check out our Vice President of Sales & Marketing, Mike Schaffman, before teeing it off in Brookline MA this past weekend. It was a great event to help out an [...]

2020-07-31T16:37:56+00:00September 9, 2019|Blogs, Charity, Simplicity Lone Beacon|
  • Act-On Marketing Automation Software

Simplicity Lone Beacon Partners with Act-On

Simplicity Lone Beacon Partners with Marketing Automation Software Company Act-On Software Powers Customized Digital Marketing Services for Independent Financial Advisors Simplicity Lone Beacon, a custom marketing and practice management company specializing in digital marketing, broadcasting, and database lead capture programs for the independent financial advisor, [...]

Celebrating the New Year

The Simplicity Lone Beacon Marketing Elves would like to offer you some fun reading material over the Holidays... Our gift to you, is a complimentary copy of our "Fusion Guide to Sales and Marketing.” Click HERE to Contact Us and Request Your Free Copy! Have a Wonderful and Healthy Holiday [...]

2018-11-25T20:05:56+00:00December 29, 2016|Blogs, Simplicity Lone Beacon|
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