NEWS, BLOG, AND VLOG
Who Do You Trust?
Trust and ease are the two most important factors in business and in life. You can talk all you want about your process and products, but if your prospects and clients don’t trust you, your financial advisory will face an uphill battle… and if you find yourself saying, [...]
Published Article: Do You Truly Understand Your User?
"If you have to explain the joke, it's not funny." By Kirby Mack, VP of Digital Media. This article originally appeared on WealthManagement.com If you did a Google search right now for “Dos and Don’ts of Website Design,” the first page results would give you a combined [...]
Financial Advisors, What’s Your First Impression Like?
By Mike Schaffman, Lone Beacon's Vice President of Sales and Marketing. In psychology, a first impression occurs when someone establishes a mental image of someone they meet for the first time. There are countless ways to create a first impression across a customer’s journey, but one thing is for certain, [...]
Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?
By Craig Foster, Lone Beacon's Director of Digital Media. On October 7th, 2022, Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to recognize your [...]
Why Are We All So Confused About The Job Market?
When I entered the job market in 1986, someone told me that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And I get it, if you were from a generation who had jobs for life, that seemed short. The reality is that job [...]
Welcome Email Sequences Reduce Sales Cycles for Financial Advisories
By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing Lone Beacon Emersion sequences, otherwise known as [...]
Published Article: The Customer Journey and its Impact on Your Revenue
Properly defining your target market and leveraging data to engage them are more important than ever. By Mike Schaffman, VP of Sales and Marketing. This article originally appeared on WealthManagement.com The financial industry is very much in-tune with the correlations that exist between the stock market and [...]
Do You Truly Understand Your User?
“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Lone Beacon If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of over [...]
TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans
When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike [...]
TCJ Episode 12: An Advisor’s Roadmap to Accomplishing Their Goals
On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why [...]
The Missing Link to Sales Success for Your Financial Advisory Firm
Written By: Mike Schaffman, Vice President of Sales & Marketing at Lone Beacon Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for 10 [...]
Published Article: If You Want to Achieve a Big Goal, Start at the End
By Lone Beacon Co-Founder Greg Dinetz. This article originally appeared on WealthManagement.com Setting big goals is wonderful, but without strategy and execution, your chances of achieving them are left much more to chance and luck. It may seem counterintuitive, but to give yourself a better chance of achieving your [...]
