By Diana Salvucci, Simplicity Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information. It’s not very often we see a Rolodex on a desk today, and there are reasons for that. With the option for evolving technologies and [...]
By Mike Schaffman, Simplicity Lone Beacon's Vice President of Sales and Marketing. Is your revenue slowing down along with your customer’s journey? Personal financial advice is one of the hardest and largest purchasing decisions a consumer will make. And it gets even harder when most retirees and pre-retirees [...]
By Craig Foster, Simplicity Lone Beacon's Director of Digital Media. If you are a financial advisor looking to convert clients by getting the best leads, ask yourself, “is LinkedIn the right place to look for highly qualified leads?” The answer to this question is often both yes and no. Yes, you [...]
