The Lone Beacon Blog2023-01-31T15:51:04+00:00

NEWS, BLOG, AND VLOG

Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.

January27

Un-Commoditize: Can You Identify the 3 Irrefutable Truths About Your Brand?

January 27, 2023|Blogs, John Capuano, Marketing, Videos, Vlogs|

We work with some of the biggest financial advisories and institutions in America and the hardest question to answer is... What are you offering your clients that truly couldn't be found anywhere else? And...is it irrefutable? The financial business is the ultimate commodity. No one has access to [...]

January26

The Importance of Feeding the Beast: A Brief Look into Maintaining an Email Newsletter

January 26, 2023|Advertising, Blogs, Brand Building, Digital Leads, Email Marketing, Marketing|

      By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a result, [...]

January19

The Exponential Value of Outstanding Customer Service

January 19, 2023|Blogs, John Capuano, Marketing, Videos, Vlogs|

When it comes to the financial advisory business, it can seem like it's all about leads. Leads beget prospects which beget clients for your business. But here’s the thing. Lead generation isn’t the first step, customer service is. Without outstanding customer service that responds to and genuinely engages [...]

January11

TCJ Episode 16: Advisors, Are You Scaling or Growing This Year?

January 11, 2023|Marketing, Practice Management, TCJ, Videos, Vlogs|

For 2023, you may have lofty goals and plans of action. But before you begin to execute, is your plan to grow your business or to scale it? You may have equated the two terms in the past, but there are some key differences that matter for your [...]

January10

Year 10: Interlopers to Game Changers

January 10, 2023|Blogs, John Capuano, Marketing, Videos, Vlogs|

We’re so proud to be entering YEAR-10 in Business!  We’ve gone from interlopers in the financial space to true thought leaders.  Today, we work with the biggest advisories and institutions in America, generate BILLIONS of dollars worth of leads, help guide our clients run more efficient and scalable [...]

January5

Your Next Marketing Strategy? Hello YouTube 

January 5, 2023|Advertising, Blogs, Brand Building, Digital Leads, Digital Marketing, Lead Generation, Marketing|

  By Craig Foster, Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, have you thought about what your strategy for YouTube is and how you will execute it? At Lone Beacon, we’ve worked with some [...]

December29

2023: The Year of the Brand

December 29, 2022|Blogs, John Capuano, Marketing, Videos, Vlogs|

In the financial industry the ONLY thing you have that is unique is YOU.  Are you using it to close business?  Is it irrefutable?  Does everyone in your organization know it by heart? Can it really help you build foundational revenue? If not... it’s time to invest in [...]

December29

TCJ Episode 15: Don’t End Your Customer’s Journey Too Early!

December 29, 2022|Marketing, Practice Management, TCJ, Videos, Vlogs|

When it comes to bringing your prospects all the way through to becoming clients, you may feel a sense of achievement when you land that new client. It can feel like you just won a football game, but the game's not over! Are you keeping your clients and [...]

December28

Good Branding: The Glue that Binds Marketing and Sales & Turns Prospects to Clients

December 28, 2022|Advertising, Blogs, Brand Building, Digital Leads, Email Marketing, Marketing|

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was seen as a tool wielded by sales staff to be used to further their direct goals. As business thinking has become [...]

December20

Catch Up on the Marketing Advice for Your Financial Advisory

December 20, 2022|Marketing, Practice Management, TCJ, Videos, Vlogs|

When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to your clients and executing on financial strategy... but believe it or not, to acquire and retain those clients, you're actually in the marketing and sales business too! On The Customer Journey [...]

December20

Published Article: Three Helpful Ways to Analyze Your Customer’s Journey

December 20, 2022|Advertising, Marketing, Published Articles, Sales, WealthManagement.com|

  Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time.   Originally appeared in WealthManagement.com By Mike Schaffman,  VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]

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