Financial Advisory Practice Management Expertise and Insights
Simplicity Lone Beacon has first-hand experience deploying business best practices. We’ve built successful businesses from the ground up. Today, we’re helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. Our expertise helps financial advisors:
Financial Advisor Practice Management Articles
Building A Working Culture That Works
Finding and retaining good people will always be our single highest priority, and our proudest accomplishment. Good PEOPLE can be inspired to be great business people, and inspire those around them.
What Sets You Apart From the Pack?
It’s not easy for a financial advisory or institution to separate themselves from the pack. They have similar goals and offerings, and all share the same stock market...so how do they compete in such a homogenized space? Check out John Capuano's 1-minute video and he'll tell you how we help [...]
Got First Party Data?
If your business isn't collecting first party data, you're falling behind many of your competitors. Understanding first party data today could save your business tomorrow. Check out John Capuano's 1-minute video and he'll tell you why.
Understanding the Latest Trends in Financial Services Marketing
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]
Your Most Important Client is Right in Front of You
The notion of status quos is not in the cards for us and the flywheel for growth only gains momentum. The fuel for the flywheel: OUR STAFF. Our company’s growth is proportionate to our ability to recruit for, and develop good people. Check out John Capuano's latest video to hear [...]
Tips to Transform Your Digital Landscape
Simplicity Lone Beacon works with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with equal parts of optimism and frustration. They don't know where to begin and it's something totally new that both they and [...]
Introducing TCJ: The Customer Journey! A Video Series by Greg Dinetz & Mike Schaffman
Welcome and thank you for checking out our inaugural episode #1 of TCJ: The Customer Journey as part of our new video series. Anyone who makes their living in the financial services industry will want to keep an eye out for TCJ as Greg Dinetz (Co-Founder) and Mike Schaffman (VP [...]
How to Properly Diversify Your Marketing Portfolio
Financial professionals are so caught up in investment strategies and overall planning that they often forget about the similarities to marketing, mainly how diversification is a necessary component to establish a healthy and profitable marketing portfolio. Here are some of the ways you can grow your firm’s marketing portfolio in [...]
Your Brand Is Your Call To Action!
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
How Well Do You Understand Your Business? A SWOT Analysis Can Help
It’s important for any company, whether it’s just starting out or has been in business for fifty years, to regularly take the time to analyze and ask itself what it is doing right, what it could improve on, and how can it grow moving forward, both from an internal and [...]
You Will Win or Lose Business Relationships Based on These Three Factors
As we rapidly approach the end of the year, this is a time for many for personal and professional reflection. It’s also the time when principals and executives of firms reevaluate their business relationships and why we see so much business movement between Q4 and Q1. Let’s discuss why this [...]
Why is “Brand Building” So Difficult for Financial Advisories?
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]
A Celebration of Competitors! Thoughts from the 2021 Boston Marathon
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
Who Are You? Why Branding is Critical to Your Business
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when it comes to the needs of clients because they want the same thing too: protection and growth. It’s hard to [...]
Do You Suffer From “Shiny New Objects Syndrome”?
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]
Our “Core Four” Steps to Financial Marketing Success
We believe in a tight playbook. This allows us to execute the things we offer in world class fashion, and connect them all to deliver results that set a new bar in the world of financial marketing. Here are our “core four[1]” steps to financial marketing success. Killer Website If [...]
