Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com The financial industry is very much in-tune with the correlations that exist between the stock market and [...]
By Simplicity Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com It all comes down to putting in the work to make it succeed. These days, it’s hard to get away from the chatter about “scaling your practice.” It’s a huge driver of the “fear of missing [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com Attention, financial industry—it’s time to invest in your own future! You might have noticed your prospects and clients are glued to smartphones. So, why is the industry that wants people to invest “for the long term” so quick to [...]
By Simplicity Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Simplicity Lone Beacon conducts consumer surveys designed specifically [...]
