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.
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 [...]
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. [...]
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 [...]
Advisors can’t hold in-person events or meetings, but the retirees’ and pre-retirees’ need for financial guidance has never been greater. At this time, many Americans are also looking to support local businesses and first responders. In response to these challenges, Lone Beacon is launching our “Stronger Together” referral program platform to provide assistance to advisors’ local restaurant industry and first responders, while getting referrals, engaging prospects, and rewarding clients. Referrals in a Virtual World Did you [...]
At a time when everyone is looking for information about the impact of the coronavirus and what they can do about it, financial advisors can be an important source of information. Whether they’re offering an analysis of what’s going on with the market or presenting strategies for moving forward, it’s important to be present and deliver a consistent message across all media platforms. Here are some mediums advisors might consider using to deliver COVID-19 related content: [...]
Today is Patriot’s Day in Massachusetts, and the best day of the year to live in Boston. It commemorates the battles of Lexington and Concord, but it’s also known as THE best party day of the year, beginning with an 11am Sox game and one of the greatest sporting events in the world, The Boston Marathon. We’re extra sad because our office sits directly above the finish line where we would have enthusiastically cheered the runners...and [...]
Digital advertising practices were already changing at record speed and are changing even more during the coronavirus crisis. Financial advisors must adapt quickly to a world where traditional dinner seminars and mailers are going the way of the dodo. Luckily, Lone Beacon has been steadily expanding its Facebook advertising practices for years and is prepared to help advisors grow their databases and get new leads during this time. The Facebook Decision Making Process Lone Beacon developed [...]
We have all recognized the necessity of embracing digital and virtual options to more efficiently communicate with our staff, clients, and prospects. The need to replace dinner seminars and live workshops with a digital substitute has become an immediate reality. Lone Beacon has created a webinar package on the timely topic of market volatility, and we are helping advisors roll out their new virtual offerings. Here are some things to consider when doing webinars. How Will [...]
Even though we’re all used to communicating with clients and colleagues over phone and email, it can be difficult to doing so exclusively while isolated. If you’ve suddenly found yourself working from home during the coronavirus pandemic, here are some tips and Lone Beacon’s work-from-home best practices. Keep a Consistent Schedule When working from home, there’s the danger that the boundaries between work time and leisure time gets erased. It helps to keep a consistent schedule [...]