Financial advisors have been doing their best to build in-house marketing departments to service their needs. Building a marketing “agency” is hard work, and it takes time. Finding and training marketing pros who understand the nuances of the financial industry, lead generation, and the rigors of competing in a digital age is a tall task.
In 2013, Lone Beacon assembled a team of marketing pros that understood the financial vertical, the fifty-plus demographic, direct response, and our digital landscape. Since that time our entire team has had one, focused purpose: Help financial advisors stand out from competitors and find, track, and close high-net-worth investors.
To help you better understand your marketing needs or assess your current strategies, we post weekly blogs. We hope you find these blogs helpful, and if you would like to take it a step further to see how Lone Beacon can be of assistance to you and your firm, click to talk with us today!