As we rapidly approach the end of the year, this is a time for many for personal and professional reflection. It’s also the time when principals and executives of firms reevaluate their business relationships and why we see so much business movement between Q4 and Q1. Let’s discuss why this [...]
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]
There are less than 50 business days left in the year (we don't count anything after Thanksgiving), are you still focused on 2021? Make sure you're using the final days of 2021 to go "all in" on your 2022 business plan. Watch John Capuano's latest video on why the time [...]
The Basic Facts: The Eye is the first and only web-based reporting software that integrates all of an advisory's marketing. The Eye allows Simplicity Lone Beacon to mine and learn from the data we have, resulting in better decisions that give our advisors a competitive edge. The Eye is available [...]
There's an old management saying that is relevant this time of year, and it goes, "You can't manage what you don't measure." It's so timely right now because this is when you should be reviewing the year that passed and planning for the new year ahead. Incorporating measurement as part [...]
