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

By Lone Beacon Co-Founder John Capuano. This article originally appeared on 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 [...]

Published Article: How Advisors can Optimize Event Marketing

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 [...]

2022-01-07T17:35:04+00:00January 4, 2022|Published Articles|

Published Article: Financial Advisor Tips From ‘Comedians in Cars Getting Coffee’

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 [...]

What Are Clients Looking for Post–COVID-19?

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 [...]

2021-08-27T18:02:40+00:00June 25, 2020|Blogs, Published Articles,, webinar|

Increase Your Leads Without Increasing Your Budget Via Facebook

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 [...]

  • 4 Critical Lessons for Financial Advisors to Win at Facebook Advertising

4 Critical Lessons for Financial Advisors to Win at Facebook Advertising

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 [...]

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