NEWS, BLOG, AND VLOG
Better LinkedIn Marketing for Financial Advisories
By Craig Foster, Lone Beacon's Director of Digital Media. If you are a financial advisor looking to convert clients by getting the best leads, ask yourself, “is LinkedIn the right place to look for highly qualified leads?” The answer to this question is often both yes and no. Yes, you should [...]
Want to Scale Your Business? Pass This Top 10 Checklist First
These days, it’s hard to get away from the chatter about “scaling your practice”. It’s a huge driver of the “fear of missing out” for so many business owners. The reality is that it takes a lot of hard work, time, resources, and ingenuity to become successful at it. Scaling is [...]
How to Write Better Headlines as a Financial Advisor
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. In part two of this series on benefits-driven copywriting for financial advisors I am going to dive into specific examples of what good benefits-driven writing looks like for independent financial advisors, how to convey benefits quickly, and common [...]
The Facts About Real World Marketing for the Financial Advisory in the 21st Century
Hint...We live in a digital age Attention financial industry: It’s time to invest in your own future. You might have noticed that every one of your prospects and clients are glued to a smartphone. So, why is the industry who wants people to invest “for the long-term” so quick to [...]
Advisors Talk “Process”, Clients Want Outcome
Market your outcome, not your process. Every financial advisory firm is trained to “lead with their MULTI-STEP PROCESS” when they are talking to a new prospect. The reality is that most prospects want to hear about the OUTCOME and what that outcome means for them. The two biggest variables that [...]
10 Steps to Take Before Your Next Retirement Event
Event leads are a critical part of any financial advisor or institution’s external marketing initiatives, and among the most popular ways to get eyeball-to-eyeball with prospects to show them your expertise and convince them to do business with you. We’ve discussed why event leads are some of the hottest leads [...]
