Simplicity Lone Beacon Co-Founders Greg Dinetz and John Capuano will talk about the items that were most impactful in the past year and take a look forward into new possibilities.
Topics to be discussed:
- Top trends of 2024 and their impact on the financial industry
- The transformative role of AI for financial advisors
- How short videos are reshaping marketing strategies
- Building stronger virtual relationships with clients
- A look ahead at 2025 trends you won’t want to miss
00:00 – Year-End Reflections and Future Outlook
01:15 – Key Accomplishments of 2024
03:53 – Embracing User Generated Content
06:56 – The Importance of Hyper Personalization
10:42 – Streamlining Marketing Platforms for Advisors
14:43 – Looking Ahead to 2025
17:53 – AI: The Next Big Initiative
20:16 – AI as a Productivity Tool
21:14 – Preparing for Future Innovations in AI
21:45 – Leveraging Tools for Competitive Advantage
22:38 – Looking Ahead to 2025
23:15 – Embracing New Opportunities
Connect with John Capuano:
Connect with Greg Dinetz:
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