Join Simplicity Lone Beacon Co-Founder, John Capuano, and the VP of Sales & Marketing, Michael Schaffman, as they share actionable strategies to help you break-through and connect with clients in a competitive market.

Topics to be discussed:

  • How to navigate shifting buying habits and market saturation.
  • How to nurture your email database to establish credibility and drive better engagement.
  • Why personal referrals are more critical than ever in building trust and growing your business.
  • The importance of being specific in your messaging and targeting.
  • Why video is a must-have tool for authenticity and trust in the advisory space.

00:41 – Navigating a Crowded Marketplace
01:51 – Key Topics for Consumer Engagement
02:29 – Understanding Consumer Behavior
05:07 – The Importance of Email Nurturing
08:48 – The Evolution of Personal Referrals
12:50 – The Power of Specificity in Marketing
17:02 – Leveraging Video Content for Authenticity
20:19 – Conclusion and Future Outlook

Connect with John Capuano:

Connect with Mike Schaffman:

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

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