When we started Simplicity Lone Beacon 10 years ago, we knew a ton about sales and marketing, and enough about the financial industry to help our clients in simple ways.
Our understanding of key demographics, consumer behavior and media consumption helped to separate us from a thin field pretty quickly.
We didn’t realize how much our experience in working within large corporate organizations would help to define our brand, and activate our growth and the growth of hundreds of financial advisories all around the US.
That’s why we’re introducing the Definitive Sales and Marketing Playbook for the Modern Financial Advisor, containing everything you need to know to take your advisory business to the next level.
Cheers,
John Capuano and Greg Dinetz
Co-Founders, Simplicity Lone Beacon.
