Lone Beacon

07/23/2025

First impressions don’t just open doors, 𝐭𝐡𝐞𝐲 𝐩𝐥𝐚𝐧𝐭 𝐬𝐞𝐞𝐝𝐬... and in the financial advisory world, the real harvest often comes years later.

In this short video clip, you’ll hear a candid conversation about when referrals actually happen, why they often take longer than expected, and what you can do now to lay the groundwork for future introductions.

07/16/2025

⚾️🌭 Members of the Simplicity Lone Beacon team hit Fenway Park for a well-deserved company outing to see the Red Sox. There’s nothing like a night at the ballpark!

07/08/2025

Digital lead generation is often misunderstood in the financial world, and it’s cost us. At Simplicity Lone Beacon, we’ve led the way in demystifying digital marketing and delivering consistent, data-driven results.

We’ve stayed successful by quickly adapting to the constant changes in digital platforms and algorithms. To that end, you should be aware of a new rule by Meta that’s changing the way financial advisors can market their services.

In this article we break down what the new “Special Ad Category” means for your campaigns and more importantly, how to work around it and still generate quality leads. https://lonebeacon.com/blog/2025/06/11/how-to-navigate-metas-new-special-ad-category-as-a-financial-advisor/

06/24/2025

Marketing isn’t magic. It’s a system. And like any good system, it works best when its core components are solid and consistent. The most effective marketing starts with strong business fundamentals—especially in client communication, lead nurturing, and appointment setting.

Unfortunately, most advisory firms overlook these foundational elements in favor of high-level strategies, only to find themselves with underwhelming results.

Here’s what healthy fundamentals look like—and where most firms go wrong...

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 components are solid and consistent. The most effective marketing begins with strong business fundamentals—specificall...

06/20/2025

In this episode of The Customer Journey, Mike and Greg dive into a major challenge faced by financial advisors: 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐢𝐦𝐞 𝐨𝐧 𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠.

Why is it so hard to focus on marketing? Often, it's because advisors are misled by vendors offering shiny solutions that sound great but aren't tailored to their needs. This leads to 𝐰𝐚𝐬𝐭𝐞𝐝 𝐭𝐢𝐦𝐞 and 𝐟𝐫𝐚𝐠𝐦𝐞𝐧𝐭𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐞𝐟𝐟𝐨𝐫𝐭𝐬 that lack strategy and cohesion.

06/17/2025

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 thinking beyond their own retirement and asking bigger questions: 𝑊ℎ𝑎𝑡 𝑤𝑖𝑙𝑙 ℎ𝑎𝑝𝑝𝑒𝑛 𝑡𝑜 𝑚𝑦 𝑤𝑒𝑎𝑙𝑡ℎ 𝑤ℎ𝑒𝑛 𝐼’𝑚 𝑔𝑜𝑛𝑒? 𝑂𝑟, 𝑤ℎ𝑎𝑡 𝑠ℎ𝑜𝑢𝑙𝑑 𝐼 𝑑𝑜 𝑡𝑜 𝑟𝑒𝑑𝑢𝑐𝑒 𝑡𝑎𝑥𝑒𝑠 𝑜𝑛 𝑚𝑦 𝑖𝑛ℎ𝑒𝑟𝑖𝑡𝑎𝑛𝑐𝑒?

See how these shifting expectations around inheritance are creating a timely opportunity for advisors, especially among X and older .

06/10/2025

Do you ever stop to think about how much advertising you encounter in a single day? Between billboards, radio spots, social media feeds, and search results—it’s nonstop... 𝗕𝘂𝘁 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗼𝗳 𝗶𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘀𝘁𝗶𝗰𝗸𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂?

It’s the same in financial services. With so many firms offering similar solutions, how do you truly stand out?

In this article, you'll discover how financial advisors can separate themselves from the pack by building trust, humanizing their brand, and creating a client experience that actually resonates.

https://lonebeacon.com/blog/2025/05/28/how-to-stand-out-in-a-saturated-and-competitive-market/

https://lonebeacon.com/blog/2025/05/28/how-to-stand-out-in-a-saturated-and-competitive-market/

06/05/2025

In this short clip from our latest OneCast, Marcus Roth and John Capuano share how respondents from our recent survey perceive the role of a full-service advisory firm, and the results may surprise you...

You’ll hear why some investors—even ultra-high-net-worth individuals—remain skeptical of a fully integrated approach, and how this creates a powerful messaging opportunity for advisors who do offer true comprehensive planning.

06/03/2025

When a prospect is vetting advisors, odds are you’re 1 of 3 they’re looking at...

By utilizing email automation, you can help 𝐦𝐚𝐤𝐞 𝐬𝐮𝐫𝐞 𝐲𝐨𝐮’𝐫𝐞 𝐢𝐧 𝐟𝐫𝐨𝐧𝐭 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬, giving you and your firm the upper hand.

In this short clip from The Customer Journey, Greg and Mike break down how automation keeps you front and center, delivering timely, relevant, and consistent communication that increases your chances of closing clients.

05/27/2025

Find out what you need to know about how your clients and prospects really feel about today's financial markets... and how it can help you better connect with them in a clip from our latest OneCast.

For advisors, this uncertainty signals an opportunity to address client concerns head-on.

It’s not just about delivering a plan—it’s about showing that you understand their fears and can help them move forward with clarity and confidence...

05/22/2025

For someone planning for retirement, the amount of information out there can seem overwhelming, and it makes it hard for a financial advisor to break through to them...

Plus, consider the fact that 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝗮𝗰𝘁 𝗮𝗻𝗱 𝘁𝗵𝗶𝗻𝗸 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 𝘁𝗵𝗮𝗻 𝘁𝗵𝗲𝘆 𝗱𝗶𝗱 𝗲𝘃𝗲𝗻 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝗮𝗴𝗼, and you can see why advisors might be struggling to reach prospects and convert them to clients.

In this clip, we break down 3 top consumer trends for financial advisors and how an advisor, like you, can use them to their advantage.

05/20/2025

As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust...

And in a world where financial headlines change by the hour and economic shifts seem more dramatic than ever, timely communication with your clients and prospects is no longer optional, it’s expected.

In this article, we explore why sharing timely content is so essential—and how to do it effectively in today’s digital age.

By Graeme Mills, Content Manager for Simplicity Lone Beacon. As a financial advisor, your role extends far beyond building portfolios or managing risk, it’s about building trust. And in a world where financial headlines change by the hour and economic shifts seem more dramatic than ever, timely