How is “The Trust Recession” affecting your business? In our exclusive CLIENT-ONLY OneCast, John Capuano and special guest Jason Jenkins, Executive Vice President of Sales Training at Simplicity Group, share insights into how a country-wide erosion of trust is reshaping the financial advisory industry.
We’ll uncover the hidden factors driving longer sales cycles and growing client uncertainty, while offering strategies to help you retain clients and grow your business.
Additionally, we’ll discuss:
- What “The Trust Recession” is and how it’s quietly reshaping the financial advisory landscape.
- How to build authentic connections and restore trust in an era of misinformation.
- How to position yourself as the trusted guide and authority in your client’s financial journey.
00:00 – Introduction
01:43 – Defining the Trust Recession
04:11 – The Paradox of Choice
05:54 – The Importance of Human Connection
07:28 – The Role of Technology in Advisory Services
09:55 – Establishing Credibility
13:35 – The Power of Storytelling
15:53 – Navigating Complex Financial Solutions
17:29 – The Need for Decisiveness
19:21 – Understanding the Process
21:35 – Building Trust
22:53 – The Importance of Listening
24:37 – Identifying Client Needs
26:55 – Discipline of Digging Deeper
29:29 – Agreement on Problems
32:52 – Traits of Successful Advisors
35:03 – Avoiding Complexity in Communication
36:24 – Lessons from Mentorship
37:33 – Truth and Courage as Guiding Principles
40:29 – The Essence of Emotional Connections
43:29 – The Importance of Connection
Connect with John Capuano:
Connect with Jason Jenkins:
About Jason Jenkins:
Mr. Jenkins serves as Simplicity’s Executive Vice President of Sales Training. Mr. Jenkins is responsible for directing and overseeing the planning, development, and implementation of the Group’s sales training events and strategy. Prior to joining Simplicity, Mr. Jenkins was an independent investment advisor. Mr. Jenkins earned a M.B.A. from Point Loma Nazarene University and a B.A. from Westmont College and holds various insurance licenses.
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
