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 [...]
Simplicity Lone Beacon conducts multiple consumer surveys every year with the goal of gaining a deeper understanding about the specific demographic we target: High-net-worth people between the ages of 50 and 65. It gives us invaluable insight that influences how we conduct business. If you want to truly understand the [...]
