Lone Beacon

03/05/2025

In today’s digital age, traditional media like TV, radio, and newspapers are quickly becoming obsolete. With over 𝟵𝟬% 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗳𝗼𝗿 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟲.𝟱 𝗵𝗼𝘂𝗿𝘀 𝗮 𝗱𝗮𝘆, digital is now the new traditional.

After 20 years in traditional media, I can tell you: digital is more cost-effective, provides better data, has less clutter, and ultimately can generate more leads.

Here are the 𝗳𝗼𝘂𝗿 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗲𝗹𝗲𝗺𝗲𝗻𝘁𝘀 that everyone in the financial services world NEEDS to embrace if you expect to get the market share you think you deserve.

03/04/2025

When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and LinkedIn but this limited strategy could mean 𝘆𝗼𝘂’𝗿𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁 𝗼𝗻 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲 𝗶𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀...

In this article, Senior Digital Media Manager, Zoe Menendez, discusses why Instagram is an important platform for financial advisors to utilize for their business and how to use it.

https://lonebeacon.com/blog/2025/01/30/instagram-for-financial-advisors/

02/27/2025

In a world of skepticism, it's never been more important for financial advisors to understand the value of referrals and testimonials. Not only do these give amazing insight for the advisor, but they can even be used acrosss various marketing materials!

02/25/2025

In this episode of The Customer Journey, Mike and Greg discuss how consumer behavior is changing in 2025 and why it’s so important for 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗼 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲𝗶𝗿 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝘁 𝘁𝗵𝗲 𝗳𝗿𝗼𝗻𝘁 𝗼𝗳 𝘁𝗵𝗲𝗶𝗿 𝗺𝗶𝗻𝗱𝘀.

The world of search is rapidly changing thanks to AI, and having a solid content strategy can help your firm combat this while also providing thoughtful content for those who need it...

01/30/2025

Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why it's paramount that every financial advisor has first party data on their clients and prospects, especially as platforms crack down on privacy laws.

01/28/2025

AI is a hot topic right now across every industry, but especially the marketing industry, and it's something we at Simplicity Lone Beacon have been utilizing for a while now.

AI goes far beyond having a platform simply "do" something for you. It's a powerful productivity tool that can save your employees time and allow them to focus on bigger picture projects.

01/24/2025

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. This is why it's so important for advisors to know their audience so their messaging speaks to them in a way that is meaningful. In a recent Simplicity OneCast, John Capuano and Greg Dinetz discussed why hyper-personalization is a marketing necessity in 2025

01/22/2025

A financial advisor recently sought our help to expand his firm's brand awareness and connect with his target audience. We explored traditional media options like radio and TV, but these proved costly and time-consuming...

In this article, we explain how we pivoted to using short-form videos as a cost-effective and impactful way to tell their story and connect with potential clients.

Unearth the key strategies we employed to boost brand visibility and how this approach can be adapted for any financial advisory firm looking to grow!

By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon A financial advisor came to us looking to expand his firm’s brand awareness, aiming to connect personally with his target audience. With his firm, we assessed how traditional media outlets such as radio and television could ...

09/13/2024

This month's Lone Beacon Pet Spotlight goes to Theo and Simba! These cuties came to Sarah DeLuke as a bonded pair who simply could not be separated because of how close they are, despite not being related. Looks like keeping them together was the right decision 😻

08/16/2024

The August Lone Beacon Pet Spotlight goes to the best body guards money can buy, Pepper and Ducky Kulis! Pepper is a Black Lab and Great Dane mix and Ducky is full black lab, so you know they don't play around when it comes to protecting their little humans. Thanks Ben Kulis for hiring such top notch protection!

07/29/2024

When it comes to financial planning, all consumers care about is themselves – and that’s all they should care about! So, why is it so hard to break through?

This week, Lone Beacon Co-Founder, John Capuano offers three practical tips to help you connect with your audience more effectively and stand out in a competitive market.

By John Capuano, Co-Founder of Lone Beacon When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! So, why is it so hard to break through? Here is some advice for how to break through… 𝗕𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰. Solve a...

07/26/2024

Some of the Lone Beacon team members got together yesterday to celebrate our 11th anniversary! The outing consisted of the team going on a Duck Boat Tour, which is a classic Boston experience.

Thank you to all the team members who have gotten us this far and to the amazing team we have today!

07/12/2024

Glenn Dean, our Chief Snuggle Officer, is our July Lone Beacon Pet Spotlight!

Glenn works closely with Senior Director of Accounts, Kasey Dean, to ensure that all employees are taking advantage of their PTS (paid time to snuggle). Needless to say he doesn't need to work too hard to excel at his job.

06/18/2024

Social media, in today’s world, seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time and with time, patience, consistency, and a little bit of creativity.

Best practices can vary depending on the platform and your specific goals. However, there are some overarching principles that can help guide your approach to social media marketing. In this week's blog, Lone Beacon, a Simplicity Company, VP of Digital Media, Kirby G Mack, take's a look at just one, engagement… and how to encourage it. https://www.lonebeacon.com/9-tips-to-boost-your-social-media-engagement/

By Kirby G Mack, Vice President of Digital Media. Social media, in today’s world it seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time, and with time, patience, consistency, and a little bit of

06/14/2024

This month's Lone Beacon Pet Spotlight is dedicate to Winston, Ferguson, and Schmidt - otherwise known as the New Girl Gang!

When they're not making their presence known via video chat, they lounge around and enjoy the Charleston weather. Fun fact about Schmidt, his mom (Digital Media Manager Zoe Menendez) accidently trained him to go outside whenever a call ends 😂His picture here is him doing just that!

Lone Beacon, a Simplicity company.

05/16/2024

Many advisors have been sending event mailers for years and are of the mindset of "if it's not broken, don't fix it". But when's the last time you truly analyzed the results from your mailers and compared them to the results from your digital ads?

We did some digging into this so you don't have to, and the results might surprise you. Click below to learn more 👇

  By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they

05/15/2024

It's easy to get distracted by new and flashy solutions, or to get wooed by a sense of expertise. But if your new marketing company doesn't 100% get YOUR industry, they're going to have a hard time getting you results.

At Lone Beacon, we're always on the lookout for what's changing in the financial industry, and then adjusting our strategies for our clients so they can connect better with potential prospects.