By Simplicity Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm. Why do we schedule hour-long meetings? I think it’s because Outlook and every other scheduler took the “day planner” convention that was used since the beginning of time, and separated blocks by the hour. Meanwhile, [...]
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 [...]
It seems like many of us have been marking time in "COVID terms”. As we enter our THIRD year of this insanity we realize how fast time goes by...and more importantly the value of using time wisely. Check out John Capuano's latest video to hear him discuss the importance of [...]
By Simplicity Lone Beacon VP of Sales & Marketing Mike Schaffman & Act-On Software CMO David Greenberg In-person events are an effective marketing and sales tool to connect with existing clients and engage new prospects. However, the coronavirus pandemic has forced advisors and their marketing teams to identify new platforms [...]
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 [...]
Are you looking for a way to get new leads, re-engage your current database and break away from your competitors? Maybe you’ve thought about writing a book, but you don’t have the time or the desire to write the entire thing, design a book cover, get it published, and distribute [...]
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 [...]
Many companies take a macro view of Google Analytics: They may look at how many people visit their website, and maybe even how long they are staying on a particular page. While this type of information means something, most companies are not collecting and analyzing enough data points to best [...]
At Simplicity Lone Beacon, we’re in the business of first party data. We help manufacture and nurture databases filled with first party data for our most successful advisors and institutions. Check out John Capuano's latest video below to learn more about what first party data is, how to get it [...]
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 [...]
