By John Capuano, Co-Founder of Simplicity Lone Beacon We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than anything when it comes to closing and retaining business; ๐ง๐ฅ๐จ๐ฆ๐ง and ๐๐๐ฆ๐. It's important to understand [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Whenever someone tries to makeย a point by saying things like: โI feel like ๐ฏ๐น๐ฎ๐ป๐ธ...โ, โIt seems like ๐ฏ๐น๐ฎ๐ป๐ธ...โ, or โEvery time I ๐ฏ๐น๐ฎ๐ป๐ธ....โ, I ask the question: โ๐๐ฎ๐๐ฒ๐ฑ ๐ผ๐ป ๐๐ต๐ฎ๐?โ We study consumer behavior trends for financial advisories and institutions, and as [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon If you havenโt figured out how to bundle your marketing platforms and messages...youโre wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions useย different people or firms to execute multiple marketing channels via separate silos. [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Business and Sports Are the Ultimate Meritocracies Weโve worked with some of the most successful financial advisories in America...and for every one weโve worked with, weโve met with 50 more. And to their credit, nearly every one of them has desired to [...]
