We Know Who Your Next Client Is!

We’ve spent the last 10 years mining first-party data exclusively in the financial world. And after hundreds of millions of data points and years of provable results, we can tell you who your next big client will be. Imagine having 1,000 people in your database and knowing the [...]

2022-11-10T19:48:52+00:00November 10, 2022|Blogs, Marketing, Videos, Vlogs|

Cut Your Closing Time in Half!

We’ve spent years studying first-party data to make it monetizable. After literally millions of emails the verdict is in... and it’s empirical. Thoughtful, authentic, and consistent email nurturing is creating billions in production for some of the most successful firms in America. And it’s cutting their closing time [...]

2022-11-04T21:33:06+00:00November 4, 2022|Blogs, Marketing, Videos, Vlogs|

Who Do You Trust?

Trust and ease are the two most important factors in business and in life. You can talk all you want about your process and products, but if your prospects and clients don’t trust you, your financial advisory will face an uphill battle… and if you find yourself saying, [...]

2022-10-24T20:54:01+00:00October 24, 2022|Blogs, Marketing, Videos, Vlogs|

Why Are We All So Confused About The Job Market?

When I entered the job market in 1986, someone told me that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And I get it, if you were from a generation who had jobs for life, that seemed short. The reality is that job [...]

2022-10-07T19:36:50+00:00October 6, 2022|Blogs, Marketing, Videos, Vlogs|

The 3 Key Business Questions Every Financial Advisor Must Answer!

If you're in the financial advisory business and are struggling to differentiate your firm from the pack, I know why. You MUST ask yourself these key questions about your business if you want to effectively stand out to attract new clients.

2022-08-11T20:08:13+00:00August 11, 2022|Advertising, Blogs, Marketing, Videos, Vlogs|

TCJ Episode 7: Ranking the Top 5 Hottest Leads for Advisors – Live Events

Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Event leads are a critical part of any financial advisor or institution's external [...]

2022-03-18T14:41:05+00:00March 18, 2022|Event Marketing, Lead Generation, TCJ, Videos|

TCJ Episode 6: Ranking the Top 5 Hottest Leads for Advisors – Referrals

Over the course of the coming weeks, Mike & Greg will be ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. When it comes to referral prospects, there's really no hotter lead for an [...]

2022-02-18T16:27:18+00:00February 18, 2022|Email Marketing, Lead Generation, TCJ, Videos|

How Do Your Consumers Feel? Ask Them!

Lone Beacon conducts multiple consumer surveys every year with the goal of gaining a deeper understanding about the specific demographic we target: High-net-worth people between the ages of 50 and 65. It gives us invaluable insight that influences how we conduct business. If you want to truly understand the consumers [...]

2022-02-17T14:58:54+00:00February 17, 2022|Advertising, Marketing, Videos, Vlogs|

TCJ: The Customer Journey – Episode 5 – Most At-Risk Advisors

Establishing a successful customer journey requires multiple marketing elements. Financial advisors and professionals are most “at-risk” when they have a singular marketing plan. When the pandemic hit, some advisors who were solely reliant on live event marketing and had no digital strategy faced serious issues. Advisors need diversification [...]

2022-10-17T20:06:04+00:00February 4, 2022|Digital Marketing, Event Marketing, TCJ, Videos|
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