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 [...]
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 [...]
By Greg Dinetz, Simplicity Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it [...]
I talk to many of the country’s most successful financial advisory firms, and the ability to scale is at the top of their lists. Are you taking the right steps to scale your firm?
The Pareto Principle, also commonly called the 80/20 Rule, states that about 80% of outcomes come from 20% of causes. While this principle can be helpful in prioritizing high-impact tasks and can help increase your productivity, it can also help you grow your business by identifying your best clients and [...]
We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...
Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded? Check out John Capuano's quick video below for more.
Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.
