Our world is changing FAST, and it seems like a full-time job just trying to keep up with it. The good news is, weโve gathered the ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐ง๐ต๐ถ๐ป๐ด๐ ๐๐ผ ๐ช๐ฎ๐๐ฐ๐ต ๐ณ๐ผ๐ฟ ๐ถ๐ป ๐ฆ๐ฎ๐น๐ฒ๐ ๐ฎ๐ป๐ฑ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐๐ถ๐ป๐ด ๐ถ๐ป ๐ฎ๐ฌ๐ฎ๐ฐ But know that the key to success lies in having the [...]
What does traditional media mean to you? I googled the phrase "traditional media," and the answer it gave was... TV, radio, newspaper, cold calling, and fliers. All of these things seemed outdated to me because, on average, people spend about 2.5 hours a day watching TV, we average [...]
Consistency is everything in business and in life. People arenโt fans of surprises when it comes to most things. If you can consistently do something great, youโre going to be valuable to someone. At the end of the day, weโre all in the business of consistency. The people [...]
Weโre in the sales and marketing business, but we really see ourselves, and our clients, as being in the manufacturing business. At the end of the day, we need to make what we do repeatable and scalable. We at Simplicity Lone Beacon have about 500 separate actions to [...]
I started my career in the late 80s, and I heard the same thing that everyone hears today... "Your generation doesnโt work as hard as ours didโ. I didnโt buy it then and ๐ ๐ฑ๐ผ๐ปโ๐ ๐ฏ๐๐ ๐ถ๐ ๐ป๐ผ๐. But, unprecedented changes are happening. And, whether youโre first entering [...]
We've worked with some of the highest-producing financial advisory firms in America, and the lessons we've learned about the path to success could be applied to any business and to life. Here's what we call...the Magnificent 7 Traits of the Uber-Successful Firms. Be honest. Be honest about your [...]
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 [...]
My team at Simplicity Lone Beacon has just completed a ๐๐๐ผ-๐๐ฒ๐ฎ๐ฟ ๐๐๐๐ฑ๐ about WHY investors become clients of financial advisories. We traced the customer journey of HUNDREDS of new clients from around the country to see HOW and WHY they became a client and to see how marketing [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon Iโve been in the sales business for 30 years, and our firm, Simplicity Lone Beacon, has worked exclusively with financial advisors for over 10 years.โฏIn those years, Iโve seen some of the best advisors struggle with their sales process. Iโve seen smart, [...]
Financial Advisors: Want to increase your closing ratio? Answer this question... Why โYOUโ versus ๐ฒ๐๐ฒ๐ฟ๐ ๐ผ๐๐ต๐ฒ๐ฟ ๐ผ๐ฝ๐๐ถ๐ผ๐ป? This might sound daunting to you...but whatโs MUCH more daunting is the decision for a prospect to ๐๐ฟ๐๐๐ their life savings with someone. At the end of the day, you need to know [...]
