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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.
Simplicity OneCast: EEAT: The Framework That Builds Online Trust
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The Importance of a Touchpoint Calendar
https://www.youtube.com/watch?v=NO44Glg5tPM Consistency is key, but so is balance. One of the simplest ways advisors can improve the client experience is by creating a touchpoint calendar. Marcus Roth explains why [...]
Put Yourself In Your Target Audience’s Shoes
https://www.youtube.com/watch?v=KGFTn-4OYzI The best way to strengthen your marketing is by stepping into your prospect’s shoes. Marcus Roth’s top piece of advice for advisors is to see every step of [...]
Simpler Email Content Generates Better Results
https://www.youtube.com/watch?v=o1GZ9O-ykzU Advisors often make the mistake of writing emails they’d enjoy reading themselves, which tends to be dense, detailed and filled with technical analysis. But prospects aren’t looking for [...]
Evergreen Content: The Cornerstone of a Proactive, Resilient Content Strategy
By Graeme Mills, Team Lead - Copywriter for Simplicity Lone Beacon. In today’s digital-first world, the content your advisory firm puts out is your brand. Whether it’s a blog [...]
Simplicity OneCast: Sales and Marketing Touchpoints – How Executing the Basics Yields Greater Revenue
In this month’s OneCast, Marcus Roth joins Mike Schaffman to break down what top advisors are doing to grow revenue per client. They explore how high-performing advisors stick [...]
How Content Generates Digital “Micro Buy-Ins”
By Graeme Mills, Content Manager for Simplicity Lone Beacon. When it comes to choosing a financial advisor, trust isn’t built overnight. It’s built gradually over time, through repeated interactions. [...]
Understand That You’re On Your Prospects’ Timeline
https://www.youtube.com/watch?v=0_LdwZptKak You can’t rush results—and you can’t control when a prospect is ready to move forward. This clip focuses on the importance of understanding that you’re always on your [...]
Pay Attention to Digital and In-Person Buying Signals
https://www.youtube.com/watch?v=-QMJG5QJN6E The strongest prospects often show their interest before they ever say a word—you just need to know what to look for. This clip breaks down digital and in-person [...]
Diversify How You Reach Prospects
https://www.youtube.com/watch?v=M_2R28xfL28 Relying on just one way to reach prospects is like putting all your investments in a single stock—risky. This clip dives into why financial advisors should diversify their [...]
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 [...]
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 [...]
