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, April 3, 2020Friday, April 3, 2020

Lone Beacon’s Work from Home Tips

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 [...]

Monday, March 23, 2020Monday, March 23, 2020

Financial Advisors: Present Yourself As a Thought Leader in a Crisis

Crises can create mass panic, but they can also create leaders. At a time when the media offers a constant and often overwhelming amount of information and conflicting messages, financial advisors can be an important source of information and guidance for their clients and prospects. Whether they’re offering analysis of what’s going on with the market, or reassuring clients that they can get in contact with them despite the office being closed, it’s important for advisors [...]

Friday, March 13, 2020Friday, March 13, 2020

Email Marketing: Avoiding Fatigue and Protecting Email Reputation

We interviewed Don Kwak, our Director of Marketing Technology and Analytics, to find out about Lone Beacon’s strategic approach to email marketing. Email marketing is an essential part of the marketing ecosystem: It can drive website traffic, promote events, bolster PR efforts, and showcase content. It can also generate value to prospects and clients as they continue to learn about an advisor’s services and increase their financial knowledge. For advisors, it’s an opportunity to speed up [...]

Tuesday, March 10, 2020Tuesday, March 10, 2020

Why Every Financial Advisor Needs to Care About Cybersecurity

There are so many opportunities when it comes to digital marketing, but there are also risks that financial advisors must take special care to avoid. There are dozens of attempted website hacks every day, and advisors must take precautions to protect their client’s information and avoid inadvertently spreading viruses to their devices. For the independent advisor, trust can be hard to build and can disappear with the open of one phishing email. Why Are Financial Advisors [...]

Friday, February 28, 2020Friday, February 28, 2020

7 Steps for Email Marketing Success

Email marketing has huge ROI potential - $42 for every $1 spent.[1] We’ve developed an email marketing philosophy and best practices over the years and have seen significant results for our clients. We interviewed Georgie Wynn and Zoe Menendez from our digital marketing team to learn about the 7 necessary steps for email marketing success. Have a Clean Database. Databases decay on their own accord over time and purchased databases can start off being of a [...]

Monday, February 24, 2020Monday, February 24, 2020

6 Facts About Baby Boomers and How they Drive Our Marketing Approach

The first rule of marketing is to know your audience. We not only know about their concerns and decision-making process, but how they engage with content and on what platforms. We challenged our team at Lone Beacon to come up with interesting facts about the Baby Boomer demographic that are relevant to the work that we do with our clients. Here are 6 facts about Baby Boomers and how they impact our marketing approach. 10,000 Baby [...]

Friday, February 14, 2020Friday, February 14, 2020

Designing for Mobile

Consider these facts: Mobile web traffic first surpassed desktop in 2015, and has continued to increase to the point where up to 70% of web traffic is viewed on mobile.[1] 75% of all emails are opened on smartphones in the U.S.[2] 88% of people who go on a business’ mobile site call that business within 24 hours.[3] Every business owner should consider how their website, emails, and Facebook posts appear on a mobile device. We design [...]

Saturday, February 8, 2020Saturday, February 8, 2020

Our Top Marketing Tips for Financial Advisors

We value thought leadership at Lone Beacon and encourage everyone here to think “big picture” when it comes to marketing philosophy. We all own and operate within unique aspects of Lone Beacon, and together we create the ecosystem that empowers our clients to succeed in their financial marketing. Have you ever been curious about what our individual top marketing tips for an advisor would be? Here are a few words from our thought leaders:   Stephanie [...]

Saturday, January 11, 2020Saturday, January 11, 2020

What is Email Database Decay and What Do You Do About It?

Email databases decay of their own accord by about 22.5% per year.[1] This could happen as people stop using an old email address and replace it with a newer one, if they change companies and get a new email address, or if unqualified leads opt out of emails. Regardless of how many people opt out in a year, a business must focus on adding new email leads and removing those who are no longer interested in [...]

Monday, December 30, 2019Monday, December 30, 2019

Industry Trends in 2019

Lone Beacon works with elite financial advisors across the country, and our data allows us to recognize industry-wide trends. At the end of the year, we mine the data for each of our clients to assess performance of all media buys and marketing tools, and to create a strategy for the upcoming year. Here are some of our industry-wide observations from 2019: Local vs. National We looked at overall trends for local and national media, including [...]