By John Capuano, Co-Founder of Simplicity Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a personal relationship rather than a true value proposition. If your vendor’s plan is to invest in your personal relationship over investing in improving their own [...]
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it's never been more important to understand your first-party data and use it to strengthen your business. Based on the data we collect and use, we gather close [...]
By John Capuano, Co-Founder of Simplicity Lone Beacon This year alone, we’ll have collected thousands of leads that represent billions of dollars in assets for financial firms... but a lot of them will be squandered. We’re a sales and marketing company, but what separates us from all others is that [...]
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 [...]
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 [...]
