If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
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 [...]
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 [...]
BRANDS aren’t just reserved for huge companies....they’re equally important for smaller ones too, and every individual within them. Getting a grip on your brand can make you, your time, and your company more valuable...check out John Capuano's latest video to learn more.
Providing excellent service to clients is the most obvious way an advisory or institution can receive more referrals, but effectively communicating that service and value can result in even more. Check out John Capuano's latest 2-minute video below to learn about other ways we've successfully helped our clients have [...]
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that. It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one. Check out John Capuano's [...]
“What’s your brand?” The answers are usually as commoditized as the financial advisory business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm. Check out John Capuano's latest video below for tips on building your brand and why it can be [...]
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when it comes to the needs of clients because they want the same thing too: protection and growth. It’s hard to [...]
The digital marketing efforts that Lone Beacon has implemented through Act-On have helped Madrona Financial Services grow sales by an average of 20% annually. They have also reduced their direct mailing costs by 25% by focusing on more email sends. John Capuano says that Act-On has not only enabled Lone [...]
2020 Marketing Vision All advisors want the same thing – leads. But, not everyone has the same method for achieving that goal. The benefit of working so closely with our clients is that we can learn how each of our advisors is different from one another in terms of best [...]