High-Level Copywriting: Identifying the Factors Working Against Financial Advisor Marketing

By Marcus Roth, Senior Director of Data, Automation & Content All outward-facing copy on web pages and emails need to be written in the perspective that the reader has incredibly limited time and attention to give to the work. From this lens, many tenets of good copywriting can be illuminated [...]

2022-06-24T14:04:23+00:00June 24, 2022|Advertising, Digital Marketing|

New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz

Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can help [...]

Shrink Your Playbook for More Effective Marketing

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.

Learn How Our Longest Standing Client Established One of the Most Successful Firms in the U.S.

Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Lone Beacon and SHP Financial partnership has helped [...]

Published Article: How Baby Boomer Clients View Themselves and Their Futures

By Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Lone Beacon conducts consumer surveys designed specifically for their [...]

We Conducted A National Survey of High-Net-Worth Baby Boomers: Here’s What You Can Learn About Marketing to Them

We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...

2022-04-21T13:14:01+00:00April 20, 2022|Advertising, Digital Marketing, Marketing, Vlogs|

Tips to Improve Your Social Media Presence

Having an up-to-date and robust social media presence is an inexpensive and effective way for advisors and institutions to boost their visibility to potential customers and existing clients who may not know who you are or what your business is all about. It is an important element in the 21st [...]

2022-04-15T16:00:45+00:00April 15, 2022|Advertising, Brand Building, Facebook, Marketing|

The End-to-End Support Many Advisories are Missing

By Mike Schaffman, Vice President of Sales & Marketing at Lone Beacon Advisors who can see the parallels that exist between the servicing of their clients and the sales and marketing engines that lift their overall business are primed for strategic growth. Why? Because the value clients see in a [...]

Dissecting the Dangers Of “Classic Internet Marketing” Copywriting

By Marcus Roth, Director of Marketing Automation & Analytics There are many ways to draft high converting marketing copy on newsletters and sales pages. Over the early development of the internet, one style of copywriting quickly rose to the top of the heap. In this article, we’re going to break [...]

How Do Your Consumers Feel? Ask Them!

Lone Beacon conducts multiple consumer surveys every year with the goal of gaining a deeper understanding about the specific demographic we target: High-net-worth people between the ages of 50 and 65. It gives us invaluable insight that influences how we conduct business. If you want to truly understand the consumers [...]

2022-02-17T14:58:54+00:00February 17, 2022|Advertising, Marketing, Videos, Vlogs|
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