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 [...]
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 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 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 [...]
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 out” for so many business owners. The reality is that it takes a lot of hard work, time, resources, and ingenuity to become successful at it. Scaling is [...]
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?
