By Mike Schaffman, Director of Marketing at Simplicity Lone Beacon. The digital space affords us many opportunities to do more than we ever thought possible, but it comes with new and unforeseen risks. Recent reports indicate that 74 percent of financial advisors have been the target of a cyberattack. That’s [...]
Understanding how to best utilize technology and the digital space can be transformational for your practice. By John Capuano, Co-Founder, Simplicity Lone Beacon Media Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s 50-plus consumer profile looks vastly different then it did 30 years ago. Fax machines were seen as high-tech, nobody used cell [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there? Today’s financial landscape amongst advisories is [...]
