Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]
Simplicity Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can [...]
Simplicity Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Simplicity Lone Beacon and SHP Financial partnership [...]
The events of the last couple years have forced companies to look more towards digitizing than ever before, and perhaps more quickly than they had prepared for. While this trend towards digital has allowed for greater productivity, businesses need to have a cybersecurity plan in place to prepare for possible [...]
Financial Advisory Practice Management Expertise and Insights Simplicity Lone Beacon has first-hand experience deploying business best practices. We've built successful businesses from the ground up. Today, we’re helping independent financial advisors optimize business efficiencies by evaluating sales systems and processes, and conducting a thorough financial advisory SWOT analysis. [...]
