Practice Management

Financial Experience Within Our Company

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 [...]

2020-07-27T18:24:17+00:00Saturday, July 25, 2020|Leadership, Practice Management|

Give the People What They Want – Engaging Content

At Lone Beacon, we’re always questioning our best practices to make them better, keeping up with innovations, and analyzing data to do so. We know “content is king,” so we decided to take a close look at what elements make content effective. We write regular blogs on various financial and retirement topics, and one is [...]

2019-10-28T13:46:38+00:00Monday, October 28, 2019|Content Creation, Digital Marketing, Practice Management|

Let Hard Data, Not Gut Instinct, Define Your Ideal Client Profile

By John Capuano, Co-Founder of Lone Beacon. In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about their Ideal Client Profile in [...]

2018-11-25T20:02:07+00:00Wednesday, October 18, 2017|, Practice Management, Published Articles|

Say Hello to Your Best Prospects

Do you think you know who your best prospects are? Last year on average, Lone Beacon helped its advisors identify 10 of their hottest prospects every month. That’s about $60 Million in Assets! And, here’s how we did it: Content Creation: We create thoughtful content designed for your prospects using world class advertising messages that capture leads. We [...]

2018-11-25T20:01:03+00:00Monday, October 9, 2017|Practice Management|

Elite Financial Advisors Don’t Use FMO’s or Broker Dealers…

Does your FMO suggest using a cookie-cutter radio show and tell you to use guests like Peter Frampton and Carrie Underwood because they will deliver leads?  No one ever took financial advice from a Grammy winner, so why fill precious time on your show with wasted content? We’ve produced over one billion dollars of leads in the past 12-months, [...]

2018-11-25T20:02:53+00:00Monday, July 3, 2017|Practice Management|

How Independent Advisors Can Maximize Their Marketing Efforts

Understanding how to best utilize technology and the digital space can be transformational for your practice. By John Capuano, Co-Founder, Lone Beacon Media Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything today, most independent advisors still don’t [...]

2018-11-25T21:45:43+00:00Sunday, March 19, 2017|Practice Management, Published Articles,|

Ready, Set, GROW!

Are you ready to make 2017 your best year ever? Then it's time to put the financial industry's premiere concierge marketing firm to work, for you.   At Lone Beacon Media, we mobilize all of our sales and marketing expertise for one sole purpose: TO GROW YOUR BUSINESS.   Unlike the other guys, we are a [...]

2018-11-25T20:03:52+00:00Tuesday, February 7, 2017|Practice Management|

What’s Your Lead Response Time?

At Lone Beacon Media, we are keenly aware that time is money. That's why our advisors know how to use lead response time to their advantage to beat the competition. With careers spent marketing and selling to the 50+ demo, we understand the direct correlation between response time and conversion. Our "5 minute rule" was validated [...]

2018-12-08T17:07:18+00:00Tuesday, December 20, 2016|Digital Leads, Practice Management, SEO|