Our firm is run mostly by young people. It’s not unusual for a staff member to ask my advice about feeling challenged by older, more experienced clients. I always tell them to do what I did when I was similarly challenged early in my career: out-hustle, and out-learn [...]
When we started Simplicity Lone Beacon 10 years ago, we knew a ton about sales and marketing, and enough about the financial industry to help our clients in simple ways. Our understanding of key demographics, consumer behavior and media consumption helped to separate us from a thin field [...]
It’s impossible to scale your business without understanding the concept of scaling yourself. This concept is true for your staff as well. You scale yourself by delegating tasks, big and small, to others around you. This is counterintuitive for most people because they now have to hand off the [...]
This is the time of year when our corporate initiatives get real. There are lots of things that make some organizations better at achieving them than others... but here are three for you to consider today... 1) Start less and finish more... have the discipline to NOT chase [...]
When we first began our digital media department we had success from the start. We were able to get 100 leads, fast... and for about $20 per lead. But our clients would get bummed out because only a few of them would book appointments. We felt bad at [...]
Businesses that know how to successfully aggregate their own #data, and the data from the world around them, have a BIG advantage over their competitors. But why is it overlooked? Here are a few reasons: It’s misunderstood, it’s time consuming, and it seems inaccessible for businesses large and [...]
By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com A few weeks back, I wrote about how Generation X is the forgotten generation that financial advisors should remember. In general terms, I mentioned the importance of targeting Gen X, why they are good prospects for financial advisors, [...]
This article originally appeared on WealthManagement.com Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as limited. However, it doesn’t have to.
There are two pizza restaurants within a block of my house in Boston. One is always packed and the other is always empty... But why? They have access to the same ingredients, supplies and help, but they’re evidently different. One of the world’s most renowned pizza chefs and [...]
We work with some of the biggest financial advisories and institutions in America and the hardest question to answer is... What are you offering your clients that truly couldn't be found anywhere else? And...is it irrefutable? The financial business is the ultimate commodity. No one has access to [...]
