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In this month’s OneCast, Marcus Roth joins Mike Schaffman to break down what top advisors are doing to grow revenue per client. They explore how high-performing advisors stick to the basics, build systems around client engagement, and bring those touchpoints to life through aligned teams and repeatable processes. Mike [...]
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) As of 2025, AI tools like ChatGPT are increasingly used for general searches, and the trend is accelerating rapidly. AI-powered results are now default on most mobile searches in the U.S., meaning AI-generated answers are the first [...]
In this month’s OneCast, John Capuano joins Mike Schaffman for a conversation on what it takes to increase wallet share and close more clients in today’s commoditized financial landscape. They explore why the most effective advisors are students of their environment, actively listening to clients, interpreting the market, and [...]
From building trust to an enhanced referral culture, this episode of the Simplicity Lone Beacon OneCast explores what it really means to lead with value—and how the best advisors can turn that value into results. They’ll cover: The Opportunity Cost and Long-Term Value of a First Impression Fostering Relationships [...]
In our newest OneCast, Simplicity Lone Beacon's VP of Sales & Marketing, Mike Schaffman, is joined by Senior Client Relationship Manager, Mia Wood, for an insightful conversation on how to use data to drive smarter, more profitable sales outcomes. Together, they break down what it really means to “sell [...]
Simplicity Lone Beacon’s John Capuano and Marcus Roth breakdown our most comprehensive consumer study yet. Simplicity Lone Beacon regularly conducts nationwide surveys to gain valuable insights into the mindset of retirees and pre-retirees. Our Q1 2025 study is one of our most timely, and insightful to date. We’ve had [...]
Join Simplicity Lone Beacon Co-Founder, John Capuano and Senior Director of Email Marketing, Automation & Content, Marcus Roth, as they dive into the value of first-party data in the financial services industry and how it can revolutionize your marketing efforts. In this episode, you’ll unlock: What first party-data is [...]
Join Simplicity Lone Beacon Co-Founders and Simplicity Group Partners, John Capuano, and Greg Dinetz, as they discuss change as it relates to media consumption and consumer behaviors. Discussion Topics: The evolution of media consumption - Why traditional channels are fading and where your audience is actually paying attention. The [...]
By: Kirby G Mack (Vice President of Digital Media at Simplicity Lone Beacon) SEO is dead. This is something proclaimed every year. And depending on which side of the SEO operations you land on, you either scoff at it or cheer it. SEO, Search Engine Optimization, is evolving rapidly with [...]
