The Simplicity Lone Beacon Blog2025-05-16T14:03:43+00:00

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Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.

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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 [...]

May 28, 2025|Blogs|

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 [...]

May 28, 2025|Uncategorized|

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? [...]

April 16, 2025|Marketing, Practice Management, TCJ, Videos, Vlogs|

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, [...]

April 11, 2025|Marketing, Practice Management, TCJ, Videos, Vlogs|
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