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.
TCJ Episode 34: Referral Culture is Changing
https://youtu.be/cKhO-XidZ3s Welcome back to another episode of The Customer Journey! In the last episode, Greg and Mike talked about how the customer journey online is changing and what [...]
Why Attending to All Stages of Your Lead Funnel Helps Your Business
By Zoe Menendez, Senior Digital Media Manager for Simplicity Lone Beacon. When it comes to digital marketing, lead generation is the name of the game. Platforms like Meta and [...]
Five Critical Components for Success in Large Company Projects
By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon Summary: Success in large company projects depends on five key components: proactivity, communication, team comradery, leveraging strengths, [...]
Your Prospects and Clients Are On Their Phones… It’s Time to Adapt
https://youtu.be/RTCeYIT0kPo In Simplicity Lone Beacon's latest OneCast, Partners Greg Dinetz and John Capuano talk about how much media consumption for the retirement aged demographic has changed in the last [...]
Simplicity OneCast: Embracing Change As Quickly As The World Around Us
Join Simplicity Lone Beacon Co-Founders and Simplicity Group Partners, John Capuano, and Greg Dinetz, as they discuss change as it relates to media consumption and consumer behaviors. Discussion [...]
The Power of Referrals in 2025
https://youtu.be/sbwUohU9l3g In Simplicity Lone Beacon's recent OneCast, Co-Founder John Capuano met with VP of Sales and Marketing, Mike Shaffman to talk about 5 important concepts for advisors to be [...]
SEO is Dead. Here’s What You Can Do.
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) SEO is dead. This is something proclaimed every year. And depending on which side of the [...]
TCJ Episode 33: 2025 Is About Content Strategy
https://www.youtube.com/watch?v=3F0Pevp7-xg Welcome to episode 33 of The Customer Journey! In this episode, Mike and Greg talk about how consumer behavior is changing in 2025 and why it's so important [...]
Apple’s iOS 18.2 Update Changes the Game for Financial Advisor Newsletters – Here’s What You Need to Know
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. If your advisory sends regular newsletters to clients and prospects, like we [...]
Instagram for Financial Advisors
By Zoe Menendez, Senior Digital Media Manager When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook [...]
Simplicity OneCast: Five ways we can help you break-through to your clients and prospects in 2025.
Join Simplicity Lone Beacon Co-Founder, John Capuano, and the VP of Sales & Marketing, Michael Schaffman, as they share actionable strategies to help you break-through and connect with [...]
Turning Digital Ad Spend into Appointments: A Case Study for Financial Advisors
By Kasey Dean, Simplicity Lone Beacon’s Senior Director of Accounts. For many financial advisors, traditional lead-generation strategies like in-person events can yield inconsistent results, especially in challenging markets. One [...]
