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 [...]
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 [...]
Join Simplicity Group Partners John Capuano and Greg Dinetz as they explore actionable strategies for advisory growth, drawn from a decade of data, analyzation, and experience.Speakers will also include special guests Michael Schaffman and Marcus Roth of Simplicity Lone Beacon.During this OneCast, we’ll dive into key topics such as:Embracing change [...]
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 [...]
