Join Simplicity Group Partners John Capuano and Greg Dinetz as they explore actionable strategies for advisory growth, drawn from a decade of data, analyzation, and experience.
Speakers will also include special guests Michael Schaffman and Marcus Roth of Simplicity Lone Beacon.
During this OneCast, we’ll dive into key topics such as:
- Embracing change as an opportunity for growth and resilience
- Monetizing first-party data and why mastering it is the key to success
- The importance of investing in marketing for the growth of your advisory
- Strategies for creating and scaling a strong work culture with your staff
00:00 – Introduction to Insights for Advisors
01:06 – Embracing Change in Business
03:15 – Consumer Behavior and Media Consumption
08:54 – Understanding First-Party Data
18:59 – Investing in Your Marketing Foundation
19:48 – Industry Trends in Digital Advertising
21:17 – Controlling What You Can in Uncertain Markets
24:06 – The Irreversibility of Digital Marketing
25:04 – The Necessity of Database Growth
27:15– Employee Engagement
28:49 – Creating a Culture of Trust and Support
30:54 – Key Elements for Business Growth
Connect with John Capuano:
Connect with Greg Dinetz:
About Michael Schaffman:
Mike Schaffman joined Simplicity Lone Beacon in 2015, where he pioneered their core marketing platform; creating content and connecting media components with a turnkey digital solution. He helped transform Simplicity Lone Beacon’s program into one of today’s premier financial advisor marketing solutions by studying the customer journey and applying first-party data across their core marketing platform. His passion for helping clients across the country to strategically grow their business extends throughout the industry, as Mike’s published and referenced in major financial news outlets such as WealthManagement.com, FA-Mag.com, Advisor Perspectives, Nasdaq.com, and Financial-Planning.com.
After growing up in West Hartford, Connecticut, Mike came to Boston where he earned a Bachelor of Science Degree from Bentley University, studying marketing and media, and graduating with cum laude honors. In Southern California, Mike started his financial marketing career working at an IMO where he built and launched a successful digital marketing and lead capture platform. His extensive knowledge of the financial advisor industry and passion for marketing makes him a perfect fit for Simplicity Lone Beacon. Mike, along with co-founder Greg Dinetz, started the YouTube video series called TCJ: The Customer Journey where they discuss the complexities and opportunities across one of the hardest buying decisions a consumer will make.
Currently, Mike lives in downtown Boston and enjoys spending time with his friends and family. When he’s not hanging out in the office, Mike plays golf and hockey, and likes to experiment in the kitchen.
About Marcus Roth:
Marcus joins Simplicity Lone Beacon with a passion for content strategy, digital marketing tactics and marketing automation architecture. Marcus has a unique experience in B2B and B2C start-up companies ranging from enterprise-level market research of Artificial Intelligence to self-defense eCommerce products. His experience in AI market research brought him, and his research, to INTERPOL, The United Nations and Harvard University.
Marcus brings a proven and unique perspective on email marketing, CRM management, marketing automation, analytics, and digital strategy. He is excited to bring his expertise to every Simplicity Lone Beacon client, examining and optimizing digital marketing initiatives to raise clients to new heights.
Marcus claims he has “too many hobbies”. Outside of the company, he is an avid swing dancer and strategy gamer. When he isn’t planning his next D&D campaign or competing in another national swing competition, you can find him on the disc golf course.
CONFIDENTIALITY NOTICE: The information contained in this video is produced by Simplicity Lone Beacon. and is proprietary and protected by copyright law. This video is intended only for the use of the individual or entity named above. Any unauthorized reproduction, distribution, or sharing of this video, in whole or in part, is strictly prohibited without the prior written consent of Simplicity Lone Beacon.
For Agent Distribution Only – Not for Public
