Simplicity Lone Beacon BLOG
At Simplicity Lone Beacon, we pride ourselves on pushing the boundaries to bring marketing and sales best practices to the financial advisory industry. Our blog is a dedicated space for our published articles and blog posts on marketing and sales insights for financial advisors. We regularly post on financial marketing and sales strategy, guides and best practices, key trends in the industry, and more, to help you maximize your efforts in generating leads and improving ROI.
How Financial Advisors Can Be Certain a Prospect Is Interested In Becoming a Client
https://www.youtube.com/watch?v=htBEVU-JNk0 Prospects often reveal their interest long before they ever speak to you—and the proof is in their digital behavior. This clip focuses on the digital evidence that someone is [...]
How To Optimize Financial Advisor Websites For AI Search Overviews
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) As of 2025, AI tools like ChatGPT are increasingly used for general searches, and the trend is [...]
TCJ Episode 37: Buying Signals Financial Advisors Should Pay Attention To
https://www.youtube.com/watch?v=qIn7-ViK7t4 Not all prospects raise their hand when they’re ready to work with you—but they do leave clues. In this video, we break down the digital and in-person buying signals [...]
TCJ Episode 36: Why Marketing Diversification Is Crucial
https://www.youtube.com/watch?v=pf8x4E11Tzg In the same way financial advisors preach the importance of portfolio diversification to weather market volatility, the smartest advisors are also diversifying their marketing strategies to ensure consistent growth—no [...]
Simplicity OneCast: Stop Talking, Start Closing: Strategies That Win and Grow Clients
In this month’s OneCast, John Capuano joins Mike Schaffman for a conversation on what it takes to increase wallet share and close more clients in today’s commoditized financial landscape. [...]
TCJ Episode 35: Allocating Time for Your Marketing Efforts
https://www.youtube.com/watch?v=N_PKDN9iBag Welcome back to another episode of The Customer Journey! In this episode, Mike and Greg talk about the importance of qualifying your marketing. Financial Advisors struggle to spend time [...]
Wealth Transfer is Your Opportunity for Multigenerational Client Retention
https://www.youtube.com/watch?v=va_l8Cq5F-k 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. [...]
Increase Wallet Share & Be the One-Stop-Shop Advisory Firm
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 [...]
Referrals Are the Long-Term Value of Your Clients’ First Impressions
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 [...]
Simplicity OneCast: Grow Production and Relationships through the Art and Science of Providing Unmatched Value
From building trust to an enhanced referral culture, this episode of the Simplicity Lone Beacon OneCast explores what it really means to lead with value—and how the best advisors [...]
