At Simplicity Lone Beacon, we’re in the business of first party data. We help manufacture and nurture databases filled with first party data for our most successful advisors and institutions. Check out John Capuano's latest video below to learn more about what first party data is, how to get it [...]
Welcome and thank you for checking out our inaugural episode #1 of TCJ: The Customer Journey as part of our new video series. Anyone who makes their living in the financial services industry will want to keep an eye out for TCJ as Greg Dinetz (Co-Founder) and Mike Schaffman (VP [...]
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 [...]
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 [...]
“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?
Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other software. Each piece of software you own requires knowledge, and time to execute...and as you add MORE software the web becomes [...]
There are less than 50 business days left in the year (we don't count anything after Thanksgiving), are you still focused on 2021? Make sure you're using the final days of 2021 to go "all in" on your 2022 business plan. Watch John Capuano's latest video on why the time [...]
