NEWS, BLOG, AND VLOG
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 [...]
TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans
When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike and Greg [...]
TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals
On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why the journey [...]
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 [...]
Published Article: If You Want to Achieve a Big Goal, Start at the End
By Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving your [...]
Why YouTube is Your Answer to Connecting with New Clients
By Craig Foster, Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social media platforms. When our team examined [...]
Adding New Advisors to Your RIA? Welcome to the Franchise Business
Is your RIA firm adding new advisors? If so, make sure your firm avoids the mistake of an uncoordinated sales effort and follow THESE TIPS on how your financial advisory firm can achieve sales success.
The Most Effective Way for Financial Advisors to Brainstorm Content – The Content Matrix
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already on [...]
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? [...]
The Biggest SEO Secret – The Real Keyword You Should Be Focusing on Is…
Content. That's it. That's the article. But wait, what makes this the "biggest SEO secret," and why are we so eager to give it to you? For years, Lone Beacon has been stressing the importance of content to its clients. But for years, keyword stuffing and backlinking have been [...]
Do You Onboard New Staff as Well as You Onboard New Clients?
We work with some of the most successful financial advisory offices in America and we’ve had the good fortune to watch them grow their staffs. For most, it’s been a completely enriching experience for all involved, but for some, it’s a frustrating revolving door of staff members. If you’re on [...]
