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.
Simplicity OneCast: Selling With Data
In our newest OneCast, Simplicity Lone Beacon's VP of Sales & Marketing, Mike Schaffman, is joined by Senior Client Relationship Manager, Mia Wood, for an insightful conversation on how [...]
Show Your Prospects and Clients the Value of a Full-Service Financial Advisory
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 [...]
Address Your Prospects’ and Clients’ Pessimism In The Economy
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 [...]
Why & How Financial Advisors Should Share Timely Content with Their Audiences
By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust. And in a [...]
Don’t Chase Shiny Objects
https://youtu.be/hWU0wAl8XwM How can you tell if you're getting bad marketing advice? Is it an actionable marketing effort that will lead to results? Or is it just a shiny object? Financial [...]
Simplicity OneCast: Inside the Minds of 2,000 Retirees: Here’s what they think about our industry.
Simplicity Lone Beacon’s John Capuano and Marcus Roth breakdown our most comprehensive consumer study yet. Simplicity Lone Beacon regularly conducts nationwide surveys to gain valuable insights into the mindset [...]
Here’s How Digital Changed Referral Culture
https://youtu.be/8oa4qO52_Tc Greg Dinetz, Partner at Simplicity Lone Beacon, and Mike Schaffman, VP of Sales and Marketing at Simplicity Lone Beacon discuss today's referral marketing culture. Believe it or not, today, [...]
Devoting Time to Your Marketing Efforts
https://youtu.be/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 [...]
How Nearly 2,000 Americans Really Feel About Money, Retirement, and Financial Advice
Download Our Survey Results Report By John Capuano, Co-Founder of Simplicity Lone Beacon, and Marcus Roth, Senior Director of Data Automation, Email, and Content Consumer attitudes toward money [...]
Simplicity OneCast: Utilizing First-Party Data to Grow Your Business
Join Simplicity Lone Beacon Co-Founder, John Capuano and Senior Director of Email Marketing, Automation & Content, Marcus Roth, as they dive into the value of first-party data in the [...]
