NEWS, BLOG, AND VLOG
Why Your Emails Need to Focus
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. One musician on the street corner is a tune, a few in harmony is a band, working together in concert to delight their wandering listeners, but five musicians all playing their own song with their own artistic intent [...]
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 [...]
Data Isn’t The Holy Grail of Business Until You Know How to Use It
The truth is that we, as business leaders, put too much pressure on data to solve all our roadblocks and setbacks. Make no mistake, data is the most important marketing currency, and we at Lone Beacon consider it—first-party data especially—our lifeblood. The problem is that many who seek to [...]
3 Helpful Ways to Analyze Your Customer’s Journey
By Mike Schaffman, Lone Beacon's Vice President of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a brand they were once loyal to after only two to three bad customer experiences. Customers have countless ways to engage with a brand, making not [...]
Technology Has Created Winners Since the Discovery of Fire – Financial Advisors Should Take Note
There are still firms in the financial industry that are barely dipping their toe into the digital space. The notion that engaging in digital is an option and not a necessity today is dangerous. Whether we recognize it or not, we’re all in the digital business and we live in [...]
5 Must-Have Elements for Financial Advisor Websites
Don’t take this personally, but coming from a background as a professional wrestler and designing the silliest of logos – right down to a logo for a wrestler named “Dashing Rock Ripper” – the financial advisor design spectrum can come across as limited. However, it doesn’t have to be. [...]
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 [...]
Generation X – The Forgotten Generation Financial Advisors Should Remember
Image by rawpixel.com on Freepik By Craig Foster, Lone Beacon's Director of Digital Media. Generation X (Gen X) to many people is the forgotten generation that falls between the Baby Boomers and Millennials. But this is a generation that is now entering the prime years for retirement [...]
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 [...]
Buying An Email List Has Massive Downsides in 2022 – Don’t Even Bother
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Buying an email list in 2022 no longer has a reasonable benefit when compared to the litany of downsides that come with it. In this article, I will uncover the many downsides of using a purchased list for [...]
QR Codes – The Comeback Kid! But What Can They Do for Your Advisory?
Do you remember in the early 2000s when these ugly, blocky graphics started showing up in random places, and no one knew what they were? Eventually, we found out that they were called QR Codes, and their purpose was to feed us a lot of information as fast [...]
