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 in their [...]

2022-02-04T15:02:41+00:00February 4, 2022|Digital Marketing, Event Marketing, TCJ, Videos|

TCJ: The Customer Journey – Episode 4 – Our Little Red Book of Retirement is Back!

The customer journey is all about a user’s experience with a company’s brand and product or service. Make it a positive, revenue generating experience by implementing the Little Red Book of Retirement. Check out Lone Beacon’s latest TCJ episode below to learn more!  

2022-01-14T18:55:48+00:00January 12, 2022|Lead Generation, TCJ, Videos|

Fruitcakes – A Holiday Movie from Lone Beacon

What are we going to do with all these fruitcakes? You may not be lucky enough to get Bubby’s fruitcake this year…but maybe it’s for the best. Peace and Joy from Lone Beacon!

2021-12-17T19:50:53+00:00December 17, 2021|Videos|

TCJ: The Customer Journey – Episode 3 – The Live Event Marketing Ecosystem

The new era of event lead aggregation is here. Despite unprecedented technological advancements, many advisories use the exact same process from decades ago when marketing their live events with a heavy reliance on direct mail. Watch the latest TCJ episode to see Greg and Mike’s take on applying digital to [...]

2021-12-16T17:50:17+00:00December 16, 2021|Email Marketing, Event Marketing, TCJ, Videos|

TCJ: The Customer Journey – Episode 2 – Database Gold Mining

Just about anyone can click the send button and get an email out to their database. But is it thoughtful, original, and engaging content? Is every behavior along the customer journey being tracked and scored in real-time? Watch Lone Beacon’s newest TCJ (The Customer Journey) episode as Greg Dinetz and [...]

2021-12-13T16:06:43+00:00December 1, 2021|Advertising, Digital Marketing, Email Marketing, enewsletter, TCJ, Videos|
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