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.
Thirty is the New Sixty
By Simplicity Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm. Why do we schedule hour-long meetings? I think it’s because Outlook and every other [...]
Understanding the Latest Trends in Financial Services Marketing
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this [...]
2 Years = Blink of an Eye
It seems like many of us have been marking time in "COVID terms”. As we enter our THIRD year of this insanity we realize how fast time goes by...and [...]
Published Article: How Advisors can Optimize Event Marketing
By Simplicity Lone Beacon VP of Sales & Marketing Mike Schaffman & Act-On Software CMO David Greenberg In-person events are an effective marketing and sales tool to connect with [...]
Your Most Important Client is Right in Front of You
The notion of status quos is not in the cards for us and the flywheel for growth only gains momentum. The fuel for the flywheel: OUR STAFF. Our company’s [...]
The 2022 Editions of the Little Red Book of Retirement eBook Series Are Here!
Are you looking for a way to get new leads, re-engage your current database and break away from your competitors? Maybe you’ve thought about writing a book, but you [...]
Tips to Transform Your Digital Landscape
Simplicity Lone Beacon works with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with [...]
Are You Turning Your Data Into Revenue?
Many companies take a macro view of Google Analytics: They may look at how many people visit their website, and maybe even how long they are staying on a [...]
First Party Data: Get in the Game!
At Simplicity Lone Beacon, we’re in the business of first party data. We help manufacture and nurture databases filled with first party data for our most successful advisors and [...]
PRESS RELEASE: Simplicity Lone Beacon Announces New Partnership with AI-Powered Data Platform Aidentified
Simplicity Lone Beacon, one of Inc. 5000’s 2021 Fastest Growing Companies, is excited to announce its partnership with Aidentified, a leader in AI-powered prospecting as recognized by WealthMangement.com’s [...]
How to Properly Diversify Your Marketing Portfolio
Financial professionals are so caught up in investment strategies and overall planning that they often forget about the similarities to marketing, mainly how diversification is a necessary component to [...]
Your Brand Is Your Call To Action!
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying [...]
