Published Article: Generation X – The Forgotten Generation That Financial Advisors Should Remember

  Get smart about engaging with the next set of retirees.   By Craig Foster, Director of Media. This article originally appeared on WealthManagement.com   Generation X to many people is the forgotten generation that falls between the baby boomers and millennials. But this is a generation now entering the [...]

Published Article: Financial Advisors, What’s Your First Impression Like?

  Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com In psychology, a first impression occurs when someone establishes a mental image [...]

Published Article: Do You Truly Understand Your User?

  "If you have to explain the joke, it's not funny."   By Kirby Mack,  VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]

Published Article: The Customer Journey and its Impact on Your Revenue

  Properly defining your target market and leveraging data to engage them are more important than ever.   By Mike Schaffman,  VP of Sales and Marketing. This article originally appeared on WealthManagement.com   The financial industry is very much in-tune with the correlations that exist between the stock market and [...]

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 [...]

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|

Advisors Talk “Process”, Clients Want Outcome

Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]

2022-07-22T16:13:59+00:00July 22, 2022|Brand Building, Practice Management, Sales|
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