The events of the last couple years have forced companies to look more towards digitizing than ever before, and perhaps more quickly than they had prepared for. While this trend towards digital has allowed for greater productivity, businesses need to have a cybersecurity plan in place to prepare for possible [...]
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.
It’s not easy for a financial advisory or institution to separate themselves from the pack. They have similar goals and offerings, and all share the same stock market...so how do they compete in such a homogenized space? Check out John Capuano's 1-minute video and he'll tell you how we help [...]
If your business isn't collecting first party data, you're falling behind many of your competitors. Understanding first party data today could save your business tomorrow. Check out John Capuano's 1-minute video and he'll tell you why.
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 [...]
The notion of status quos is not in the cards for us and the flywheel for growth only gains momentum. The fuel for the flywheel: OUR STAFF. Our company’s growth is proportionate to our ability to recruit for, and develop good people. Check out John Capuano's latest video to hear [...]
Simplicity Lone Beacon works with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with equal parts of optimism and frustration. They don't know where to begin and it's something totally new that both they and [...]
Financial professionals are so caught up in investment strategies and overall planning that they often forget about the similarities to marketing, mainly how diversification is a necessary component to establish a healthy and profitable marketing portfolio. Here are some of the ways you can grow your firm’s marketing portfolio in [...]
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
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 [...]
