Lone Beacon Blog

Lone Beacon Blog2020-03-10T20:55:16+00:00

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.



Friday, July 10, 2020Friday, July 10, 2020

Introducing Our Latest Webinar

In the midst of global financial catastrophes and unimaginable obstacles, Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed, but the need for steadfast financial help has never been stronger. With families sheltered in place, the most effective way to reach prospects and reopen lines of communication is through digital platforms – specifically, The Webinar. Our "Tax Traps" [...]

Thursday, July 2, 2020Thursday, July 2, 2020

Case Study: Driving Engagement and Increasing Sales by 1,000%

Lone Beacon partnered with Act-On to drive engagement and increase sales by 1000%. Read the full article on Act-On’s site here. MADRONA FINANCIAL SERVICES INCREASES SALES BY 1,000% Pain Points Difficulty establishing brand awareness and differentiating in a competitive market Struggling to promote investment services to persona-based target audiences Segmenting outreach for targeted lead nurturing Lack of engagement insights to build a new website and tailor customer experiences Executive Summary Madrona Financial Services is a full-service [...]

Friday, June 26, 2020Friday, June 26, 2020

Webinars: A Case Study

An In-Person Event Alternative for Financial Advisors June 2020 Study INTRODUCTION Why Did We Perform This Study? Lone Beacon has been executing campaigns in the digital space for over 6 years now. Webinars were always a part of the digital marketing ecosystem, however their rise in popularity over recent months given advisors’ inability to perform traditional live seminars created new opportunity in the marketplace. Given past success metrics, Lone Beacon had the ability to not only [...]

Thursday, June 25, 2020Thursday, June 25, 2020

What Are Clients Looking for Post–COVID-19?

June 19, 2020 By John Capuano Five questions (and answers) that may better inform your client communications in the new normal. Understanding consumers' behavior toward media and their buying habits as they relate to financial decisions has never been more important. Eliminating the guesswork regarding people's preferences for content and media choices since the COVID-19 pandemic will be a big difference-maker—both from a mass-marketing and one-on-one standpoint. Lone Beacon, a Boston-based full-service marketing firm dedicated to financial [...]

Monday, June 22, 2020Monday, June 22, 2020

Have No Fear, Captain Retirement Is Here!

Lone Beacon’s latest platform puts a fun twist on standard Retirement advertising by personifying a solid financial plan as a superhero character - Captain Retirement! Along with his heroic antics, we’ve also created a wide breadth of marketing materials that detail his triumph over common retirement obstacles. The Captain Retirement campaign features comic strips, email and Facebook marketing materials, and a downloadable guide. This project brings creativity and narrative to the customer experience while focusing on [...]

Friday, June 12, 2020Friday, June 12, 2020

How Lone Beacon Works From Home

Today marks 3 months that Lone Beacon has been working from home. Read what our Vice President of Operations, Stephanie Sjoblom, has to say about her work from home experience and the plan to reopen our office. What’s your role? I’m Vice President of Operations. There are two parts to my role: One is the operations side, which means that I take care of anything from company-wide planning to handling employee relations to ensuring the health [...]

Friday, May 29, 2020Friday, May 29, 2020

Be a Knowledge Leader In Uncertain Times

Americans are more plugged in than ever right now, with little else to do inside and so much going on outside. While it’s important to keep up with the development of the pandemic, “a related threat has emerged: psychological distress resulting from repeated media exposure to the pandemic,”[1] according to a recent American Psychological Association article. One shortcoming of news sources is that they often focus on the numbers and the negatives when it comes to [...]

Friday, May 22, 2020Friday, May 22, 2020

How Will Your Office Reopen?

America’s grand reopening has begun, and this could not be a more welcome event for many business owners. Advisors may have been doing fine with video and phone meetings, but the opportunity to open the office is likely welcomed. Just as advisors must provide a sense of security and reliability when discussing finances, they should also make clear what safety precautions they are taking during this time. Lone Beacon has created communication materials that outline office [...]

Saturday, May 16, 2020Saturday, May 16, 2020

New Facebook Advertising Opportunities

As social distancing measures prevent people from seeing their friends and family and lead to a sense of isolation, more Facebook users are messaging, posting, and consuming content. Facebook is currently experiencing record usage but decreased advertising demand. What does this mean? Opportunity. The travel and film industries have made major cuts to their marketing budgets, which means more Facebook ad space is available, at a lower price. Here’s how we’re taking advantage of this opportunity. [...]

Friday, May 8, 2020Friday, May 8, 2020

The COVID-19 Resource Hub

People are watching, listening to, and reading the news more than usual right now. When record daily drops dominate headlines and every minute brings new information about COVID-19, people become overwhelmed with the amount of information out there. As a thought leader, an advisor can take an overwhelming amount of information and pick out the most important points. We’ve developed an incredible amount of content and platforms in the last two months and took it a [...]