Our world is changing FAST, and it seems like a full-time job just trying to keep up with it. The good news is, we’ve gathered the 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗳𝗼𝗿 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗶𝗻 𝟮𝟬𝟮𝟰 But know that the key to success lies in having the [...]
What does traditional media mean to you? I googled the phrase "traditional media," and the answer it gave was... TV, radio, newspaper, cold calling, and fliers. All of these things seemed outdated to me because, on average, people spend about 2.5 hours a day watching TV, we average [...]
Consistency is everything in business and in life. People aren’t fans of surprises when it comes to most things. If you can consistently do something great, you’re going to be valuable to someone. At the end of the day, we’re all in the business of consistency. The people [...]
We’re in the sales and marketing business, but we really see ourselves, and our clients, as being in the manufacturing business. At the end of the day, we need to make what we do repeatable and scalable. We at Simplicity Lone Beacon have about 500 separate actions to [...]
I started my career in the late 80s, and I heard the same thing that everyone hears today... "Your generation doesn’t work as hard as ours did”. I didn’t buy it then and 𝗜 𝗱𝗼𝗻’𝘁 𝗯𝘂𝘆 𝗶𝘁 𝗻𝗼𝘄. But, unprecedented changes are happening. And, whether you’re first entering [...]
We've worked with some of the highest-producing financial advisory firms in America, and the lessons we've learned about the path to success could be applied to any business and to life. Here's what we call...the Magnificent 7 Traits of the Uber-Successful Firms. Be honest. Be honest about your [...]
If you were to ask the CEO of any independent financial advisory what the most important thing is to sustain and grow their business, 9 out 10 will say LEADS. Yet almost none of them are actually the ones calling those leads back... The person assigned to call [...]
We've talked to A LOT of advisory firms, and the ones who are still forcing a lengthy closing process are actually seeing a 𝗱𝗲𝗰𝗹𝗶𝗻𝗲 in their closing rates. Many would argue that most prospects don't need a full financial plan before coming on board. Too many charts, numbers, [...]
People are changing the way they buy things; Are you changing the way you sell to them? The fact is, you can close more business by updating your sales process to match today's trends and not necessarily by just spending more money on leads. Two thirds of the [...]
Everything around us is getting faster—advertising messages, entertainment, food and goods deliveries, access to infinite information...and OUR CHOICES. We get served 10,000 ad impressions daily, and the average person receives over 120 emails a day...that's a lot! This rapid transformation is reshaping how we consume everything and make [...]
