NEWS, BLOGS, AND VLOGS
TCJ Episode 9: Ranking the Top 5 Hottest Leads for Advisors – Webinars
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. Webinars became an important piece of the marketing mix with the onset of [...]
Attention Financial World: Your Business Should Be Your Most Bullish Investment!
If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
New Podcast Interview: Your Marketing Must Go Digital – With Greg Dinetz
Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to the financial advisory space, including how annuities can help [...]
Shrink Your Playbook for More Effective Marketing
We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.
Learn How Our Longest Standing Client Established One of the Most Successful Firms in the U.S.
Lone Beacon is proud to announce that one of our longest advisor relationships, SHP Financial, was featured on Michael Kitces's Financial Advisor Success Podcast. During the show, Derek Gregoire, Co-Founder of SHP Financial, discusses the centralized execution of multiple marketing strategies. The Lone Beacon and SHP Financial partnership has helped [...]
How to Achieve Your Company’s Digital Transformation
A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!
