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 [...]
By Lone Beacon VP of Sales & Marketing Mike Schaffman & Act-On Software CMO David Greenberg In-person events are an effective marketing and sales tool to connect with existing clients and engage new prospects. However, the coronavirus pandemic has forced advisors and their marketing teams to identify new platforms to [...]
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? Jerry Seinfeld debuted Comedians in Cars Getting Coffee in 2012 because he recognized that media consumption habits were changing, and that baby boomers, Gen-Xers and [...]
By John Capuano Five questions (and answers) that may better inform your client communications in the new normal. Understanding consumers' behavior toward media and their buying habits as they relate to financial decisions has never been more important. Eliminating the guesswork regarding people's preferences for content and media choices since [...]
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 [...]
Dec 7, 2018 By Greg Dinetz Trying to do too much yourself may be stunting your firm’s growth. Many owners of financial advisories take on the role of “Superman” out of necessity. Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t [...]
Apr 27, 2018 By John Capuano and Stephanie Sjoblom As the digital landscape forces traditional media consumption habits to change, it’s more important than ever to employ a “media mix.” Since radio is so routinely used among financial advisors, we want to illustrate how the use of Facebook in concert [...]
Many financial advisors use traditional radio and television broadcast as a cornerstone for their marketing strategies, but bad advice abounds. Written By: Greg Dinetz, Co-Founder at Lone Beacon When it comes to marketing and advertising, many financial advisors seemingly chase shiny objects without the benefit of a strategic plan created [...]
Facebook is one of the newest platforms in the wild wild west of digital marketing. The potential to capture and convert qualified prospects is enormous, but you must be prepared to strategically compete. (Published as Four Facebook Advertising Lessons for Advisors) Written By: Don Kwak, Digital Marketing Manager at Lone [...]
A look at what modern-day pirates view as valuable resources to mine from your website. Mar 21, 2018 By Kirby Mack, Director of Digital Media A cyberattack can target any firm, no matter the size. Most of the time, a hacker’s main objective is to exploit one of the following [...]
