What’s A Business Without Its People?
Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.
Attention Financial World: Your Business Should Be Your Most Bullish Investment!
If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz
Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]
Shrink Your Playbook for More Effective Marketing
We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.
Learn How Our Longest Standing Client Established One of the Most Successful Firms in the U.S.
Simplicity Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Simplicity Lone Beacon and SHP Financial partnership [...]
How to Achieve Your Company’s Digital Transformation
A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!
Published Article: How Baby Boomer Clients View Themselves and Their Futures
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Simplicity Lone Beacon conducts consumer surveys designed specifically [...]
Failures Are A Critical Part of Success
Success is never a straight line, and it's important not to dwell on the failures and celebrate your successes. Check out John Capuano's latest video to learn why.
TCJ Episode 8: Ranking the Top 5 Hottest Leads for Advisors – Broadcasting Platforms
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Broadcasting platforms, such as radio and television, are great tools to [...]
We Conducted A National Survey of High-Net-Worth Baby Boomers: Here’s What You Can Learn About Marketing to Them
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
