Financial-Planning.com

Five Important Facts for Successful Branding

By John Capuano, Co-Founder, Lone Beacon Media Lone Beacon Media is a sales and marketing company dedicated to the independent financial advisory industry with offices in Boston and Denver.   If you’re an independent financial advisor who’s aggressive about carving out your fair share of the market, you’ve got to be skilled in “hand-to-hand combat”.  In [...]

3 Things to do When Starting a Sales Department at Your Firm

  By John Capuano, Co-Founder, Lone Beacon Media The first thing I learned in the world of business is that everybody is in sales.  When we started our company, I was surprised to learn that the advisories we were working with didn’t have organized sales strategies. Many have never been exposed to modern sales infrastructures and [...]

2018-11-25T19:05:51+00:00Wednesday, October 26, 2016|Financial-Planning.com, Practice Management, Published Articles|