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 32: Part of Customer Experience is Education
https://youtu.be/i8H4JR3ZTXs Welcome to episode 32 of The Customer Journey! In this episode, Mike and Greg talk about how educating your prospects is essential in giving them a positive experience [...]
The Value of First-Party Data
https://www.youtube.com/watch?v=80wcYEatHOk&feature=youtu.be First-party data... as in the data you own on your clients and prospects... is one of your greatest assets as a financial advisor. Purchased data is often irrelevant [...]
Hyper-Personalization is a Marketing Necessity in 2025
https://www.youtube.com/watch?v=6wTE_6Kn6jY We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it... But there's [...]
Using AI to Empower Productivity
https://www.youtube.com/watch?v=SlzlyRdQRQs The use of artificial intelligence is a white-hot topic, and it’s shaping up to be especially influential in the financial advisor space. And it's something we at Simplicity [...]
Simplicity OneCast: Marketing Trends – A Look Back at 2024 and a Preview for 2025
Simplicity Lone Beacon Co-Founders Greg Dinetz and John Capuano will talk about the items that were most impactful in the past year and take a look forward into [...]
Simplicity OneCast: A Decade of Sales, Marketing, and Operational Insights
Join Simplicity Group Partners John Capuano and Greg Dinetz as they explore actionable strategies for advisory growth, drawn from a decade of data, analyzation, and experience.Speakers will also include [...]
Simplicity OneCast: Trust Recession
How is "The Trust Recession" affecting your business? In our exclusive CLIENT-ONLY OneCast, John Capuano and special guest Jason Jenkins, Executive Vice President of Sales Training at Simplicity [...]
A Financial Advisor’s Guide to Obtaining Useful, Effective Client Testimonials
By Graeme Mills, Content Manager for Simplicity Lone Beacon. A successful client testimonial strategy for a financial advisory is twofold. First, you must understand what a persuasive, yet compliant [...]
Brand Awareness: Why It’s a Key Element of Financial Advisors’ Marketing Strategy
By Zoe Menendez, Senior Digital Media Manager. Brand awareness amongst your prospects is one of the key factors that can get a prospect moving down your sales funnel and [...]
It’s About Time
https://youtu.be/viOkvuNjoxc By John Capuano, Partner at Simplicity Lone Beacon Now’s the time that we’re reflecting on the outcomes of 2024 initiatives and committing to 2025 objectives. Let’s remember that [...]
How Consistent Emails Turned a “Dead” Lead into a High-Net-Worth Client
Written by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Simplicity Lone Beacon. For over five years, one financial advisor has diligently sent monthly emails [...]
Financial Advisors’ Guide to Compliant Testimonial Marketing
By Graeme Mills, Content Manager for Simplicity Lone Beacon. Many financial advisors want to start using testimonials in their marketing but are unsure how to use them in a [...]
