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 [...]
Hint...We live in a digital age Attention financial industry: It’s time to invest in your own future. You might have noticed that every one of your prospects and clients are glued to a smartphone. So, why is the industry who wants people to invest “for the long-term” so quick to [...]
The Pareto Principle, also commonly called the 80/20 Rule, states that about 80% of outcomes come from 20% of causes. While this principle can be helpful in prioritizing high-impact tasks and can help increase your productivity, it can also help you grow your business by identifying your best clients and [...]
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 [...]
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 [...]
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!
Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. As such, scoring in the email marketing game has changed. Check out John Capuano's 1-minute video below to learn more.
Providing excellent service to clients is the most obvious way an advisory or institution can receive more referrals, but effectively communicating that service and value can result in even more. Check out John Capuano's latest 2-minute video below to learn about other ways we've successfully helped our clients have [...]
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 [...]
It’s important for any company, whether it’s just starting out or has been in business for fifty years, to regularly take the time to analyze and ask itself what it is doing right, what it could improve on, and how can it grow moving forward, both from an internal and [...]
