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", [...]
As the mask mandates are being lifted, our attitudes toward a virtual work environment are likely here to stay. It's time to find the work/life/culture balance. Check out John Capuano's quick video below to learn about Simplicity Lone Beacon's approach to the new normal of working from home.
Finding and retaining good people will always be our single highest priority, and our proudest accomplishment. Good PEOPLE can be inspired to be great business people, and inspire those around them.
By Simplicity Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm. Why do we schedule hour-long meetings? I think it’s because Outlook and every other scheduler took the “day planner” convention that was used since the beginning of time, and separated blocks by the hour. Meanwhile, [...]
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]
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 [...]
If you don’t have a plan in place for true organic growth, you’re leaving money on the table. Whether you’re an RIA looking to acquire firms or you’re an advisor looking for an exit strategy, your ability to consistently generate leads and close new business will set you apart from [...]
