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; 𝗧𝗥𝗨𝗦𝗧 and 𝗘𝗔𝗦𝗘. It's important to understand [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Whenever someone tries to make a point by saying things like: “I feel like 𝗯𝗹𝗮𝗻𝗸...”, “It seems like 𝗯𝗹𝗮𝗻𝗸...”, or “Every time I 𝗯𝗹𝗮𝗻𝗸....”, I ask the question: “𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝘄𝗵𝗮𝘁?” We study consumer behavior trends for financial advisories and institutions, and as [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon If you haven’t figured out how to bundle your marketing platforms and messages...you’re wasting time, opportunity, and money. By far, the biggest marketing waste is when financial advisories and institutions use 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 We’ve worked with some of the most successful financial advisories in America...and for every one we’ve worked with, we’ve met with 50 more. And to their credit, nearly every one of them has desired to [...]
