3 Helpful Ways to Analyze Your Customer’s Journey

By Mike Schaffman, Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences.  Customers have countless ways to engage with a brand, making not [...]

2022-11-23T01:26:59+00:00November 23, 2022|Advertising, Blogs, Campaigns, Digital Leads, Digital Marketing, Marketing|

Financial Advisors, What’s Your First Impression Like?

By Mike Schaffman, Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for certain, [...]

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 [...]

Do You Truly Understand Your User?

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Lone Beacon  If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of over [...]

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 [...]

The Customer Journey & Its Impact on Your Revenue

  By Mike Schaffman, Lone Beacon's Vice President of Sales and Marketing.   Is your revenue slowing down along with your customer’s journey?  Personal financial advice is one of the hardest and largest purchasing decisions a consumer will make. And it gets even harder when most retirees and pre-retirees don’t [...]

  • 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|

Want High-Quality, Low-Cost Leads? Wish Your Prospective Client a Happy Birthday

One of our most successful marketing campaigns has been the Important Birthdays Package, which uses content relevant to high net worth prospects nearing retirement to build advisors’ credibility and drive low-cost leads. Using Facebook’s birthday filter, we can run highly targeted campaigns on a small budget that produce significant returns: [...]

2021-08-26T13:25:58+00:00April 30, 2021|Campaigns, Digital Leads|
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