• Understanding the Latest Trends in Financial Services Marketing

Understanding the Latest Trends in Financial Services Marketing

Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]

2022-01-14T20:59:11+00:00January 14, 2022|Blogs, Digital Marketing, Management, Marketing, Practice Management|
  • old tech, new tech, shiny new objects

Do You Suffer From “Shiny New Objects Syndrome”?

Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]

2021-09-30T14:40:04+00:00September 30, 2021|Advertising, Blogs, Business Metrics, Campaigns, Practice Management|
  • Introducing Our Latest Webinar

Introducing Our Latest Webinar

In the midst of global financial catastrophes and unimaginable obstacles, Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed, but the need for steadfast financial help has never been stronger. With [...]

2021-02-08T21:28:38+00:00July 10, 2020|Blogs, Case Study, webinar|
  • Case Study: Driving Engagement and Increasing Sales by 1,000%

Case Study: Driving Engagement and Increasing Sales by 1,000%

Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here. MADRONA FINANCIAL SERVICES INCREASES SALES BY 1,000% Pain Points Difficulty establishing brand awareness and differentiating in a competitive market Struggling to promote investment services to persona-based target audiences Segmenting [...]

2020-10-04T13:55:33+00:00July 2, 2020|Blogs, Case Study, Digital Leads|
  • Webinars: A Case Study

Webinars: A Case Study

An In-Person Event Alternative for Financial Advisors June 2020 Study INTRODUCTION Why Did We Perform This Study? Lone Beacon has been executing campaigns in the digital space for over 6 years now. Webinars were always a part of the digital marketing ecosystem, however their rise in popularity over recent months [...]

2020-10-04T13:25:25+00:00June 26, 2020|Blogs, Case Study, webinar|
  • What Are Clients Looking for Post–COVID-19?

What Are Clients Looking for Post–COVID-19?

By John Capuano Five questions (and answers) that may better inform your client communications in the new normal. Understanding consumers' behavior toward media and their buying habits as they relate to financial decisions has never been more important. Eliminating the guesswork regarding people's preferences for content and media choices since [...]

2021-08-27T18:02:40+00:00June 25, 2020|Blogs, Published Articles, WealthManagement.com, webinar|

Have No Fear, Captain Retirement Is Here!

Lone Beacon’s latest platform puts a fun twist on standard Retirement advertising by personifying a solid financial plan as a superhero character - Captain Retirement! Along with his heroic antics, we’ve also created a wide breadth of marketing materials that detail his triumph over common retirement obstacles. The Captain Retirement [...]

2020-06-22T16:47:05+00:00June 22, 2020|Blogs, Digital Marketing, Email Marketing|
  • How Lone Beacon Works From Home

How Lone Beacon Works From Home

Today marks 3 months that Lone Beacon has been working from home. Read what our Vice President of Operations, Stephanie Sjoblom, has to say about her work from home experience and the plan to reopen our office. What’s your role? I’m Vice President of Operations. There are two parts to [...]

2020-06-12T19:26:31+00:00June 12, 2020|Blogs, lifestyle, Lone Beacon|
  • How Will Your Office Reopen?

How Will Your Office Reopen?

America’s grand reopening has begun, and this could not be a more welcome event for many business owners. Advisors may have been doing fine with video and phone meetings, but the opportunity to open the office is likely welcomed. Just as advisors must provide a sense of security and reliability [...]

2020-07-31T16:24:26+00:00May 22, 2020|Blogs, Community Engagement, Crisis Management|
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