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", [...]
BRANDS aren’t just reserved for huge companies....they’re equally important for smaller ones too, and every individual within them. Getting a grip on your brand can make you, your time, and your company more valuable...check out John Capuano's latest video to learn more.
It should come as no surprise how important a great looking, functional website is in 2022, yet SO MANY cut corners on theirs. Yours SHOULD be making you money, and providing incredible insight into your business. Check out this 2-minute video.
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Event leads are a critical part of any financial advisor or institution's external [...]
It’s easy to see the next piece of shiny new tech and think it’s going to solve your problem, but have you considered how it will integrate with your current tech stack? Do you have a team in place to use it properly? Click below to learn why chasing the [...]
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.
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.
Providing excellent service to clients is the most obvious way an advisory or institution can receive more referrals, but effectively communicating that service and value can result in even more. Check out John Capuano's latest 2-minute video below to learn about other ways we've successfully helped our clients have [...]
Over the course of the coming weeks, Mike & Greg will be ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. When it comes to referral prospects, there's really no hotter lead for an [...]
Simplicity Lone Beacon conducts multiple consumer surveys every year with the goal of gaining a deeper understanding about the specific demographic we target: High-net-worth people between the ages of 50 and 65. It gives us invaluable insight that influences how we conduct business. If you want to truly understand the [...]
