Understanding how to best utilize technology and the digital space can be transformational for your practice. By John Capuano, Co-Founder, Simplicity Lone Beacon Media Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media The first thing I learned in the world of business is that everybody is in sales. When we started our company, I was surprised to learn that the advisories we were working with didn’t have organized sales strategies. Many have never been [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media If you knew that your ideal close-to-retirement prospects are spending an average of 19 hours per week online, would you be proud of your efforts to reach them on a digital front? As an advisor in today’s world, it’s crucial not to [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s 50-plus consumer profile looks vastly different then it did 30 years ago. Fax machines were seen as high-tech, nobody used cell [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there? Today’s financial landscape amongst advisories is [...]
