Strategic ways to help grow your business.
At Lone Beacon, we pride ourselves in pushing the boundaries to bring marketing and sales best practices to the financial advisory industry. Our blog is a dedicated space for our published articles and blog posts on marketing and sales insights for financial advisors. We regularly post on financial marketing and sales strategy, guides and best practices, key trends in the industry, and more, with the goal of helping you maximize your efforts in generating leads and improving ROI.
As a sales and marketing firm dedicated to serving the independent advisory industry, Lone Beacon’s expertise in the field is widely recognized by major financial publications, such a NASDAQ, WealthManagement.com, OnWallStreet, FI360, and more. Read our published articles and blog posts below.
The future of large in-person events is unknown as this pandemic stretches on and on. According to Lone Beacon’s recent nationwide study where over 1,200 people were asked the question, “What would best describe your attitude toward attending a public gathering over the next three months?” nearly 50% would likely not attend or only attend with the highest level of caution. Rather than waiting for everything to go back to normal, advisors now have the option [...]
While news sources tend to highlight major, seemingly unsolvable problems, advisors can present solutions using content. Many workers over 50 have lost their jobs in the last six months, and that may mean more early retirements. There’s a growing trend of private companies offering their workers pension buyouts, or different ways of receiving their pensions, which means many workers have important decisions to make soon. Advisors can address this need for expert advice by offering specific [...]
Texting has several advantages. To start, it allows you to literally be in a prospect’s pocket: Most people have direct access to their cell phones the majority of the time and read 90% of text messages within three minutes of receiving them. Texting is a more personal and immediate way of communicating than email, as it’s usually reserved for friends and family. There is less competition when it comes to texts vs email: Someone may have [...]
We’ve been working remotely for almost seven months now with, unfortunately, no end in sight. But, that doesn’t mean that we will stop production on new initiatives or pause growing our team. While some departments like content and web design aren’t typically affected by the switch to working remotely, managers can have a more difficult time keeping an eye on the many projects going on and maintaining closeness with all team members. Here’s what our VP [...]
Amidst global financial crisis and unprecedented obstacles, Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. While traditional seminars and face-to-face appointments have drastically changed during this period of widespread social distancing, the need for steadfast financial help has never been greater. Right now, the most effective way to reach prospects and reopen lines of communication is through digital platforms – specifically, The Webinar. Lone Beacon recently added a [...]
Lone Beacon has grown exponentially over the last six years, earning it a place on Inc. magazine’s list of the fastest growing 5,000 American companies. Intuit, Under Armour, Microsoft, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. Lone Beacon didn’t start off in a garage, but it did start off small and has come a long way. Here were some pivotal moments along the way. Getting Into the [...]
Inc. Magazine Unveils Its Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000 Lone Beacon Recognized on the 2020 Inc. 5000 Based on their Rapid and Sustained Growth NEW YORK, August 12, 2020 – Inc. magazine revealed that Lone Beacon is No. 2,582 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most [...]
Working remotely has its upsides, from less time spent traveling to greater flexibility when it comes to time management. However, remote work has downsides, especially for financial advisors. It’s so important for advisors to build trust with their clients, and in-person events and meetings do a lot to build that trust. In a time when only 13% of consumers ages 50 to 70 we surveyed said their attitude towards attending a public gathering is unchanged since [...]
There’s a reason why over 6 million businesses use Facebook ads to reach their target audiences, but there aren’t many companies figuring out the art and science of using the platform within your vertical to reach the 50+ demographic. We actively study the Facebook advertising landscape, analyze our results, and try creative ways to format ads, write copy, and target the 50+ high net worth demographic. Here are some of our tips for advertising on Facebook. [...]
Lone Beacon is proud to have several employees who have passed the same financial exams many of our advisors have. We view ourselves not just as a marketing firm, but a comprehensive marketing firm specializing in the financial services vertical. Special knowledge of the financial and insurance products our advisors sell and of compliance regulations take our company to the next level. Here is a look at the qualifications of three Lone Beaconites. Diana Salvucci – [...]