Data Isn’t The Holy Grail of Business Until You Know How to Use It

  The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek to [...]

2022-11-23T15:50:22+00:00November 23, 2022|Advertising, Blogs, Digital Leads, Digital Marketing, Management|

Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note

  There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we recognize it or not, we’re all in the digital business and we live in [...]

2022-11-18T20:23:39+00:00November 18, 2022|Blogs, Management|

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 [...]

TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans

  When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]

2022-10-17T20:01:51+00:00September 27, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|

TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals

  On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]

2022-10-17T20:03:02+00:00September 22, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|

The Missing Link to Sales Success for Your Financial Advisory Firm

  Written By: Mike Schaffman, Vice President of Sales & Marketing at Lone Beacon  Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for 10 [...]

2022-09-21T18:56:15+00:00September 21, 2022|Advertising, Blogs, Lead Generation, Management, Marketing, Sales|

If You Want to Achieve a Big Goal, Start at the End

  By Greg Dinetz, Lone Beacon's Co-Founder. It may seem counterintuitive, but to give yourself a better chance of achieving your goals, start with the desired result and work backward. Think about it; when you’re traveling somewhere new, you put the address into your navigation and what does it do? [...]

2022-08-30T21:27:18+00:00August 30, 2022|Blogs, Digital Marketing, Management, Marketing, Sales|

Utilizing a CRM Program to Maximize Your Business

By Diana Salvucci, Lone Beacon's Vice President of Operations. The Rolodex – a familiar but antiquated means of keeping track of your contacts’ information.  It’s not very often we see a Rolodex on a desk today, and there are reasons for that.  With the option for evolving technologies and digital [...]

2022-08-23T19:29:35+00:00August 20, 2022|Advertising, Blogs, Digital Leads, Lead Generation, Management|

TCJ Episode 11: Applying the Financial Principles You Live By to Your Marketing and Sales

On this episode of The Customer Journey, Mike and Greg discuss how financial strategies, goals, and processes can actually be translated to your marketing and sales strategies. It may seem as if managing client finances and acquiring new business leads are two completely separate endeavors. But believe it [...]

2022-10-17T20:03:12+00:00August 16, 2022|Advertising, Digital Marketing, Management, Marketing, TCJ|
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