Thirty is the New Sixty

By Lone Beacon Co-Founder John Capuano The default hour-long meeting is an outdated paradigm.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 [...]

2022-01-20T21:58:29+00:00January 20, 2022|communication, leadership, Management|

Understanding the Latest Trends in Financial Services Marketing

Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]

How Well Do You Understand Your Business? A SWOT Analysis Can Help

It’s important for any company, whether it’s just starting out or has been in business for fifty years, to regularly take the time to analyze and ask itself what it is doing right, what it could improve on, and how can it grow moving forward, both from an internal and [...]

2021-10-28T15:05:21+00:00October 28, 2021|Business Metrics, Management, Practice Management|

Why is REAL Organic Growth Missing From Your M&A Strategy?

If you don’t have a plan in place for true organic growth, you’re leaving money on the table. Whether you’re an RIA looking to acquire firms or you’re an advisor looking for an exit strategy, your ability to consistently generate leads and close new business will set you apart from [...]

2021-10-27T14:08:52+00:00October 27, 2021|Management, Marketing, Vlogs|

Why is “Brand Building” So Difficult for Financial Advisories?

“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]

2021-10-21T16:02:20+00:00October 20, 2021|Brand Building, Management, Marketing, Practice Management, Vlogs|

A Celebration of Competitors! Thoughts from the 2021 Boston Marathon

We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?  

The Top 5 Lessons We Learned in 2020

An interview with Lone Beacon Co-Founder, John Capuano While we might not have realized it at the start of the pandemic, our worlds have fundamentally changed. The way we live will never be the same again, even after COVID is declared to no longer be a serious threat. The shifts [...]

2021-08-26T18:37:20+00:00January 7, 2021|leadership, Management|
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