NEWS, BLOG, AND VLOG
Helping financial advisors succeed in the digital marketing space.
Our recent articles offer digital marketing tips for the independent financial advisors.
Un-Commoditize: Can You Identify the 3 Irrefutable Truths About Your Brand?
We work with some of the biggest financial advisories and institutions in America and the hardest question to answer is... What are you offering your clients that truly couldn't be found anywhere else? And...is it irrefutable? The financial business is the ultimate commodity. No one has access to [...]
The Importance of Feeding the Beast: A Brief Look into Maintaining an Email Newsletter
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Many financial advisor businesses are unaware of the attrition amongst their prospects over a year. Through opt-outs and outdated email lists in your sales funnel, you could be marketing to countless unqualified leads. As a result, [...]
Hacking Your Website – Why It’s Crucial to Update Your Website’s Back End
There is a little saying I use when talking to people about the importance of maintenance and security on their website. To set and forget is to welcome the threat. Just as most people think that the launching of a website will immediately and automatically drive business [...]
The Exponential Value of Outstanding Customer Service
When it comes to the financial advisory business, it can seem like it's all about leads. Leads beget prospects which beget clients for your business. But here’s the thing. Lead generation isn’t the first step, customer service is. Without outstanding customer service that responds to and genuinely engages [...]
TCJ Episode 16: Advisors, Are You Scaling or Growing This Year?
For 2023, you may have lofty goals and plans of action. But before you begin to execute, is your plan to grow your business or to scale it? You may have equated the two terms in the past, but there are some key differences that matter for your [...]
Year 10: Interlopers to Game Changers
We’re so proud to be entering YEAR-10 in Business! We’ve gone from interlopers in the financial space to true thought leaders. Today, we work with the biggest advisories and institutions in America, generate BILLIONS of dollars worth of leads, help guide our clients run more efficient and scalable [...]
Your Next Marketing Strategy? Hello YouTube
By Craig Foster, Lone Beacon's Director of Digital Media. As we start off 2023, you may be thinking about fresh new ways to upgrade your business. Well, have you thought about what your strategy for YouTube is and how you will execute it? At Lone Beacon, we’ve worked with some [...]
2023: The Year of the Brand
In the financial industry the ONLY thing you have that is unique is YOU. Are you using it to close business? Is it irrefutable? Does everyone in your organization know it by heart? Can it really help you build foundational revenue? If not... it’s time to invest in [...]
TCJ Episode 15: Don’t End Your Customer’s Journey Too Early!
When it comes to bringing your prospects all the way through to becoming clients, you may feel a sense of achievement when you land that new client. It can feel like you just won a football game, but the game's not over! Are you keeping your clients and [...]
Good Branding: The Glue that Binds Marketing and Sales & Turns Prospects to Clients
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. Long ago, the marketing department of service-based companies was a subdivision of the sales department. Marketing was seen as a tool wielded by sales staff to be used to further their direct goals. As business thinking has become [...]
Catch Up on the Marketing Advice for Your Financial Advisory
When it comes to your financial advisory businesses, your focus is on providing the valuable expertise you have to your clients and executing on financial strategy... but believe it or not, to acquire and retain those clients, you're actually in the marketing and sales business too! On The Customer Journey [...]
Published Article: Three Helpful Ways to Analyze Your Customer’s Journey
Use all five of your senses when analyzing what you're putting out there for potential clients to see for the first time. Originally appeared in WealthManagement.com By Mike Schaffman, VP of Sales and Marketing. According to a recent Business Wire survey report, 86% of consumers will leave a [...]
