NEWS, BLOGS, AND VLOGS
The Curious Case of Facebook Leads and Email Nurturing for Advisors
One of the more interesting takeaways Lone Beacon has discovered through our data science initiatives is the way Facebook leads act after opting into a form. The technology we use for our clients allow us to monitor the interest levels of prospects and clients by tracking their online actions and [...]
Published Article: Financial Advisor Tips From ‘Comedians in Cars Getting Coffee’
Nothing is more of a meritocracy than comedy—the audience will tell you whether you’re successful instantly. So why not take some advice from the biggest name in comedy? Jerry Seinfeld debuted Comedians in Cars Getting Coffee in 2012 because he recognized that media consumption habits were changing, and that baby boomers, Gen-Xers and [...]
A Celebration of Competitors! Thoughts from the 2021 Boston Marathon
We watched out our window as nearly 20,000 runners competed in the Boston Marathon! They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it! Are you a competitor or a spectator?
Who Are You? Why Branding is Critical to Your Business
Like it or not, the financial planning industry is a commodity: All firms share the same stock market, the same insurance carriers, and basic services. It doesn’t get easier when it comes to the needs of clients because they want the same thing too: protection and growth. It’s hard to [...]
Do You Understand Your Marketing Tech?
Picking the right marketing software isn’t easy: It takes time to vet, takes time to set up, and it takes time to figure out how it works with other software. Each piece of software you own requires knowledge, and time to execute...and as you add MORE software the web becomes [...]
Do You Suffer From “Shiny New Objects Syndrome”?
Marketing technology, or “martech”, is software used to optimize and improve digital marketing efforts. It is now ubiquitous across nearly every industry, and it has changed the way advertising is executed and measured. Yet many businesses report that their martech is not working for them. Why? Dazzling presentations of new software that promises to streamline a [...]
