By Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm. Why do we schedule hour-long meetings? I think it’s because Outlook and every other scheduler took the “day planner” convention that was used since the beginning of time, and separated blocks by the hour. Meanwhile, our [...]
Texting has several advantages. To start, it allows you to literally be in a prospect’s pocket: Most people have direct access to their cell phones the majority of the time and read 90% of text messages within three minutes of receiving them[1]. Texting is a more personal and immediate way [...]
Working remotely has its upsides, from less time spent traveling to greater flexibility when it comes to time management. However, remote work has downsides, especially for financial advisors. It’s so important for advisors to build trust with their clients, and in-person events and meetings do a lot to build that [...]
Crises can create mass panic, but they can also create leaders. At a time when the media offers a constant and often overwhelming amount of information and conflicting messages, financial advisors can be an important source of information and guidance for their clients and prospects. Whether they’re offering analysis of [...]
