By Ben Kulis, Simplicity Lone Beacon’s Operations Manager For years, companies had to have multiple agencies each handling various tasks (e.g., digital, ads, public relations). But, as time has progressed and the tools and technologies have evolved, the lines between them have become blurred, and full-service integrated firms have taken [...]
By Ben Kulis, Simplicity Lone Beacon’s Operations Manager The term “Marketing” has evolved over the years and now encompasses a wide variety of strategies all geared towards two main goals, creating awareness of your brand and ultimately driving leads. We have also seen an increase in corporate social responsibility (CSR), [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we [...]
Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]
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.
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 [...]
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", [...]
While uncertainty over foreign and domestic threats can create panic among consumers, they can also bring opportunities to those who can offer information and guidance to a nervous public. Just as we have begun to see the light at the end of the tunnel concerning the pandemic, the escalating war [...]
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.
