Get smart about engaging with the next set of retirees. By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com Generation X to many people is the forgotten generation that falls between the baby boomers and millennials. But this is a generation now entering the prime [...]
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Simplicity Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek [...]
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 recognize it or not, we’re all in the digital business and we live in [...]
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]
Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com The financial industry is very much in-tune with the correlations that exist between the stock market and [...]
By Simplicity Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving [...]
We work with some of the most successful financial advisory offices in America and we’ve had the good fortune to watch them grow their staffs. For most, it’s been a completely enriching experience for all involved, but for some, it’s a frustrating revolving door of staff members. If you’re on [...]
These days, it’s hard to get away from the chatter about “scaling your practice”. It’s a huge driver of the “fear of missing out” for so many business owners. The reality is that it takes a lot of hard work, time, resources, and ingenuity to become successful at it. Scaling is [...]
If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
