Web Design Tips for Financial Advisors & Institutions

Lone Beacon works with some of the biggest financial advisory offices and institutions across the country, but whether your business is big or small, it’s crucial to have a great looking and functional website that not only helps you put your best digital foot forward to those who visit, but [...]

2022-07-01T15:42:29+00:00July 1, 2022|Digital Leads, Marketing, Web Design|

There is No One-Size-Fits-All Solution When It Comes to Your Digital Marketing Mix

By Craig Foster, Director of Digital Media When working with your marketing partners, are they providing you with a one-size-fits-all solution to your digital marketing? Are they using the same solution with their largest budget client as they are with their smallest budget client? Are they looking at what factors [...]

2022-05-27T13:31:11+00:00May 26, 2022|Digital Marketing, Marketing|

New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz

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 [...]

Shrink Your Playbook for More Effective Marketing

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.

Learn How Our Longest Standing Client Established One of the Most Successful Firms in the U.S.

Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Lone Beacon and SHP Financial partnership has helped [...]

Published Article: How Baby Boomer Clients View Themselves and Their Futures

By Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com The more we understand the behavior and sentiments of consumers, the more we can connect with them. This is particularly true, but often misunderstood in the financial planning industry. Lone Beacon conducts consumer surveys designed specifically for their [...]

We Conducted A National Survey of High-Net-Worth Baby Boomers: Here’s What You Can Learn About Marketing to Them

We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...

2022-04-21T13:14:01+00:00April 20, 2022|Advertising, Digital Marketing, Marketing, Vlogs|

Tips to Improve Your Social Media Presence

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 [...]

2022-04-15T16:00:45+00:00April 15, 2022|Advertising, Brand Building, Facebook, Marketing|

Is Texting Part of Your Marketing Playbook?

Savvy business owners and organizations understand the importance of text marketing to engage their customers and build brand awareness. It’s no secret that people are almost always attached to their phones, even the 50+ demographic. According to Pew Research, 97% of U.S. adults say they own a cellphone1. Additionally, data [...]

2022-03-28T14:08:33+00:00March 26, 2022|Digital Marketing, Event Marketing, Marketing|

Are You Monetizing Your Website?

It should come as no surprise how important a great looking, functional website is in 2022, yet SO MANY cut corners on theirs. Yours SHOULD be making you money, and providing incredible insight into your business. Check out this 2-minute video.

2022-03-23T19:08:30+00:00March 23, 2022|Lead Generation, Marketing, Vlogs, Web Design|
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