News, Blogs, and Vlogs2021-05-14T14:04:44+00:00



Introducing “The Eye” from Lone Beacon: More Data and More Analysis Delivered to Financial Advisors Everywhere

June 16, 2021|Business Metrics, Content Creation, Marketing|

The Basic Facts: The Eye is the first and only web-based reporting software that integrates all of an advisory's marketing. The Eye allows Lone Beacon to mine and learn from the data we have, resulting in better decisions that give our advisors a competitive edge. The Eye is available through a real-time, convenient website URL that is easy to use for busy advisors Read this Q&A [...]


Google’s Changes Will Make First-Party Data Even More Valuable

May 14, 2021|Digital Marketing|

Two separate events in the big tech world are causing a stir for digital marketers everywhere. Firstly, Google plans to eliminate third-party cookies on its Chrome browser in favor of a more privacy-compliant approach, and in March said it won’t offer or use alternatives that allow individual ad targeting. Second, Apple has told the public iOS update 14 will allow users to opt-out of being tracked for ad [...]


Want High-Quality, Low-Cost Leads? Wish Your Prospective Client a Happy Birthday

April 30, 2021|Campaigns, Digital Leads|

One of our most successful marketing campaigns has been the Important Birthdays Package, which uses content relevant to high net worth prospects nearing retirement to build advisors’ credibility and drive low-cost leads. Using Facebook’s birthday filter, we can run highly targeted campaigns on a small budget that produce significant returns: A typical campaign spends $250, and one of our most successful campaigns delivered 47 leads, for [...]


Our “Core Four” Steps to Financial Marketing Success

April 16, 2021|Digital Leads, Email Marketing, Practice Management, Web Design|

We believe in a tight playbook. This allows us to execute the things we offer in world class fashion, and connect them all to deliver results that set a new bar in the world of financial marketing. Here are our “core four[1]” steps to financial marketing success. Killer Website If you haven’t noticed most, if not all, of your clients don’t let go of their smartphones. [...]


Success Story: Digital Seminar Marketing

April 2, 2021|Digital Marketing, Marketing|

The fate of in-person seminars is constantly evolving which means your marketing efforts also need to evolve. Let’s compare the cost of marketing 12 in-person seminars two different ways: Marketing 12 seminars with direct mailers cost $33,000. Marketing 12 seminars through digital platforms cost $14,120. That’s a pretty big cost difference, but what about quality of leads? In this case, the more expensive option is not [...]

  • advisor production growth

Success Story: Advisor Production Growth

March 17, 2021|Campaigns, Content Creation, webinar|

  While we might not have realized it at the start of the pandemic, our worlds have fundamentally changed. The shifts that have occurred in the past year will forever impact the way we communicate in our personal and professional lives, the way we shop, consume entertainment, and our need for constant and reliable information. We recognize these trends and understand that the people who successfully [...]


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