Beacon Advanced Marketing

A membership to full-service marketing for America’s most elite firms.

About BAM

In 2023 Simplicity Group acquired Lone Beacon, the nation’s leading full-service financial marketing agency dedicated to the Nation’s largest producing firms and institutions.

Combined with Simplicity’s existing deep arsenal of marketing assets we have created BAM, Beacon Advanced Marketing, designed to offer unmatched services and strategies for elite advisories.

Our staff is comprised of skilled marketing professionals who understand branding, sales, broadcast media, digital, data, events, and practice management. As importantly BAM offers complete “Done for You” services, which allows you to do what you do best, grow and scale.

Who we Serve

Membership consideration for BAM begins at 25Mn of annuity production per year and 5Mn of annual Life premium, or manage a minimum of 50Mn in AUM through Simplicity Investments.

In short, we want to embrace firms who are dedicated to growth, and who are committed to a true partnership with Simplicity Group.

The Approach

Members of BAM are partnered with our best people, and services. We begin with an in-depth understanding of your firm and your competitive marketplace so that we can establish monetary and organizational goals. Next, we apply a plan that incorporates your brand, the necessary marketing platforms, and integrates into your firm’s realistic sales infrastructure.

We will create personalized KPI’s and use the most advanced data and analytics to monitor our results. Your success is associated with the progress to your long-term goals, the shorter-term benchmarks along the way, and constant communication.

Beacon Advanced Management Services

A dedicated team, full access communication, and exclusive, customized offerings.

The services offered to each BAM member will vary based on specific, tailored needs. All members will have tailored strategies based around The Simplicity Core 5 marketing foundation.

Branding and Digital Presence

  • Elite firms require more attention to detail when defining what separates them from the pack. We will conduct a deep dive into how best to articulate your irrefutable strengths across all marketing platforms, as well as help staff members maintain a disciplined approach regarding your brand.

Website and Content

  • Your website is your digital storefront, and it’s how thousands can be introduced to your brand. Our team will build a website as unique as your firm, and populate it with content that best articulates your competitive position.

Lead Generation

  • BAM members have access to our full suite of marketing assets including live events, social media, webinars, and video. Most importantly you’ll have personal guidance to develop custom campaigns unique to your firm.

Email Nurturing and Data Analytics

  • Your brand and sales offerings will be delivered to clients and prospects on the most sophisticated marketing automation platform in the financial industry. You will receive up to the minute data based on your firm’s marketing metrics and client engagement, as well as industry and competitive data.

Practice Management

  • You will receive ongoing access to our Practice Management team partners, who will work with you to develop a customized Enterprise Value Creation Plan to meet your specific needs and help grow your revenue. Our team will conduct an in-depth diagnostic on your firm, and develop, and shepherd a plan to ensure success.

Do I Qualify For BAM Services?

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