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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Wealth Transfer is Your Opportunity for Multigenerational Client Retention

https://www.youtube.com/watch?v=Lx-xBZUKMA0 The Great Wealth Transfer isn’t on the horizon—it’s already happening. Trillions of dollars held by the Baby Boomer generation are beginning to pass into the hands of their [...]

July 2, 2025|Blogs, Digital Leads, Digital Marketing, Marketing|

Increase Wallet Share & Be the One-Stop-Shop Advisory Firm

https://www.youtube.com/watch?v=Lx-xBZUKMA0 Clients sometimes worry that working with one advisor for everything means putting all their eggs in one basket. But with a Simplicity advisor, that couldn’t be further from [...]

July 2, 2025|Blogs, Digital Leads, Digital Marketing, Marketing|

Referrals Are the Long-Term Value of Your Clients’ First Impressions

https://www.youtube.com/watch?v=mYHPVTuH0Is First impressions don’t just open doors, they plant seeds. And in the financial advisory world, the real harvest often comes years later. A kind word, a thoughtful question, [...]

July 2, 2025|Blogs, Digital Leads, Digital Marketing, Marketing|

How to Navigate Meta’s New Special Ad Category as a Financial Advisor

By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon.   Digital lead generation has been largely misunderstood by much of the financial community and it’s costed us.  [...]

June 11, 2025|Blogs, Digital Marketing, Marketing|

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 [...]

Using Data to Create More Meaningful Connections with Clients & Prospects

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 [...]

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