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 [...]
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
An interview with Simplicity Lone Beacon Co-Founder, John Capuano While we might not have realized it at the start of the pandemic, our worlds have fundamentally changed. The way we live will never be the same again, even after COVID is declared to no longer be a serious threat. The [...]
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 [...]
