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 [...]
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 [...]
