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.
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 [...]
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 [...]
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, [...]
Simplicity OneCast: Grow Production and Relationships through the Art and Science of Providing Unmatched Value
From building trust to an enhanced referral culture, this episode of the Simplicity Lone Beacon OneCast explores what it really means to lead with value—and how the best [...]
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. [...]
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 [...]
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 [...]
