Why Your Emails Need to Focus

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. One musician on the street corner is a tune, a few in harmony is a band, working together in concert to delight their wandering listeners, but five musicians all playing their own song with their own artistic intent [...]

Generation X – The Forgotten Generation Financial Advisors Should Remember

  Image by rawpixel.com on Freepik By Craig Foster, Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for retirement [...]

Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list for [...]

Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?

  By Craig Foster, Lone Beacon's Director of Digital Media. On October 7th, 2022, Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to recognize your [...]

Welcome Email Sequences Reduce Sales Cycles for Financial Advisories

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Lone Beacon Emersion sequences, otherwise known as [...]

Why YouTube is Your Answer to Connecting with New Clients

By Craig Foster, Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team examined [...]

Advisors Talk “Process”, Clients Want Outcome

Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]

2022-07-22T16:13:59+00:00July 22, 2022|Brand Building, Practice Management, Sales|

Those Who Can’t Sell…Brand

  Your BRAND = Your REVENUE POTENTIAL How connected is your brand to your revenue? Is your staff in lockstep with your brand and how it’s articulated? Do you live and breathe your brand? In the financial world, almost everyone’s brand is homogenized. Everyone shares the same stock market and [...]

2022-07-14T21:29:19+00:00July 14, 2022|Brand Building|

Attention Financial World: Your Business Should Be Your Most Bullish Investment!

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.

2022-05-19T13:38:54+00:00May 18, 2022|Brand Building, Management, Vlogs|
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