NEWS, BLOG, AND VLOG
Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.
Data Shows Financial Advisors Should Capitalize on the Great Wealth Transfer
https://www.youtube.com/watch?v=dScoYpb2AOo Over $100 trillion is set to change hands in the coming years. That’s not just numbers on a balance sheet—it’s family stories, dreams, and decades of hard [...]
Data Allows for a More Personal Connection with Your Prospects and Clients
https://www.youtube.com/watch?v=QafyZ8ohMlE When you hear 'data,' you probably picture spreadsheets, algorithms, and cold, clinical numbers. But in the world of financial advising and sales, data isn’t sterile—it’s deeply human. Used [...]
Survey Says… Your Target Audience Cares About Wealth Transfer
https://www.youtube.com/watch?v=gvXfiTlNNcQ A massive transfer of wealth is already underway—whether your prospects and clients are planning to leave a legacy or preparing to receive one. More and more Americans are [...]
How to Stand Out in a Saturated and Competitive Market
By Mike Schaffman, Vice President of Sales & Marketing at Simplicity Lone Beacon Think about your typical day from the perspective of the sheer amount of marketing and [...]
Marketing Fundamentals for Financial Advisors to Connect with Leads
By Marcus Roth, Senior Director of Data Automation, Email, and Content Marketing isn’t magic. It's a system. And like any well-functioning system, it works best when the core [...]
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 [...]
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 [...]
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 [...]
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 [...]
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? [...]
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 [...]
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, [...]
