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: Embracing Change As Quickly As The World Around Us
Join Simplicity Lone Beacon Co-Founders and Simplicity Group Partners, John Capuano, and Greg Dinetz, as they discuss change as it relates to media consumption and consumer behaviors. Discussion Topics: [...]
The Power of Referrals in 2025
https://youtu.be/sbwUohU9l3g In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano met with VP of Sales and Marketing, Mike Shaffman to talk about 5 important concepts for advisors to be attuned [...]
SEO is Dead. Here’s What You Can Do.
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) SEO is dead. This is something proclaimed every year. And depending on which side of the SEO [...]
TCJ Episode 33: 2025 Is About Content Strategy
https://www.youtube.com/watch?v=3F0Pevp7-xg Welcome to episode 33 of The Customer Journey! In this episode, Mike and Greg talk about how consumer behavior is changing in 2025 and why it's so important for [...]
Apple’s iOS 18.2 Update Changes the Game for Financial Advisor Newsletters – Here’s What You Need to Know
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we do [...]
Instagram for Financial Advisors
By Zoe Menendez, Senior Digital Media Manager When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and [...]
Simplicity OneCast: Five ways we can help you break-through to your clients and prospects in 2025.
Join Simplicity Lone Beacon Co-Founder, John Capuano, and the VP of Sales & Marketing, Michael Schaffman, as they share actionable strategies to help you break-through and connect with clients [...]
Turning Digital Ad Spend into Appointments: A Case Study for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One advisor [...]
TCJ Episode 32: Part of Customer Experience is Education
https://youtu.be/i8H4JR3ZTXs Welcome to episode 32 of The Customer Journey! In this episode, Mike and Greg talk about how educating your prospects is essential in giving them a positive experience with [...]
The Value of First-Party Data
https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant and [...]
