By John Capuano, Co-Founder of Simplicity Lone Beacon
We can all agree that since the pandemic, a lot has changed.
In the financial advisory world, this is truer than ever as more money is in motion and more people are considering switching advisors than ever before.
In Simplicity Simplicity Lone Beacon’s recent Webcast to clients, Simplicity Lone Beacon Co-Founder John Capuano talks about how advisors can adjust their marketing and sales process to understand what their clients and prospects are thinking to gain new business and retain current clients.
About the Author: John grew up in Schenectady, NY & received a scholarship to Norwich Academy. He began his broadcast management career at WOR, learning spoken word marketing from the best in the business with a specialty in financial and long form. John managed broadcast sales for some of the best known sports teams in the world, at the most legendary stations. However his true passion is in the world of direct response advertising to baby boomers and their parents. In this space he has worked with some of the best brands in America. John lives in Boston with his wife, Melissa who is also a broadcast executive, and French Bulldogs Lou and Sal.
