Community Engagement

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 [...]

2020-06-26T20:21:35+00:00Friday, June 26, 2020|Advertising, Community Engagement, Crisis Management, Webinar|

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 [...]

2020-06-25T17:16:58+00:00Thursday, June 25, 2020|Community Engagement, Crisis Management, Leadership, WealthManagement.com|

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 [...]

2020-05-22T19:08:08+00:00Friday, May 22, 2020|Community Engagement, Crisis Management|

The “Stronger Together” Program: Engaging and Supporting Local Communities

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’ [...]

2020-05-04T12:50:27+00:00Friday, May 1, 2020|Community Engagement, Crisis Management, Leadership|