Everything around us is getting faster—advertising messages, entertainment, food and goods deliveries, access to infinite information...and OUR CHOICES. We get served 10,000 ad impressions daily, and the average person receives over 120 emails a day...that's a lot! This rapid transformation is reshaping how we consume everything and make [...]
Expanding your business is more than just “investing money in hiring new talent”. It's about understanding why people choose to work with us. Here are the 𝘁𝗼𝗽 𝟭𝟬 𝗳𝗮𝗰𝘁𝗼𝗿𝘀 we look for when bringing in new team members…. 𝟭. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗧𝗿𝗮𝗶𝘁𝘀: To get in our door you must [...]
If you're spending all your time focusing on your 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗯𝗿𝗮𝗻𝗱 and very little time building your 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗯𝗿𝗮𝗻𝗱, it's time to shift your focus... In order for someone (say a potential client) to want to take that next step with you, you HAVE to get to know [...]
If you’re getting digital advice from someone, or some firm, who does not perform the digital tasks you're seeking themselves, but relies on other vendors... BUYER BEWARE. Put it this way, would you expect better plumbing advice from someone, or some firm, who has hired a bunch of plumbers [...]
If it’s no secret to anyone that scaling a business takes time and money, then why do so many people struggle with it? At the end of the day, it’s about how much of your time and how much of your money you chose to sacrifice. And how [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a personal relationship rather than a true value proposition. If your vendor’s plan is to invest in your personal relationship over investing in improving their own [...]
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it's never been more important to understand your first-party data and use it to strengthen your business. Based on the data we collect and use, we gather close [...]
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com If you’ve kept up in the world of social media, you’ve likely heard a lot of talk about TikTok, both good and bad. With TikTok as one of the fastest-growing social media sites, financial advisors might be [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered. We’re a sales and marketing company, but what separates us from all others is that [...]
If you're a financial advisor, you're likely struggling with marketing your firm and making yourself stand out from the pack. That's why we have the solution for you. For the last 10 years, the Simplicity Lone Beacon team has been working to crack the code of marketing for [...]
