We work with some of the most successful financial advisory offices in America and we’ve had the good fortune to watch them grow their staffs. For most, it’s been a completely enriching experience for all involved, but for some, it’s a frustrating revolving door of staff members. If you’re on [...]
By Diana Salvucci, Simplicity Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information. It’s not very often we see a Rolodex on a desk today, and there are reasons for that. With the option for evolving technologies and [...]
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 [...]
Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.
If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
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!
Success is never a straight line, and it's important not to dwell on the failures and celebrate your successes. Check out John Capuano's latest video to learn why.
It's nearly unheard of to walk out onto Augusta National and be competitive the first time out. It usually takes plenty of rounds and frustrations to even make the cut, much less be a contender. It's the same in business: The more experience you have being around the "final group", [...]
