Dec 7, 2018 By Greg Dinetz Trying to do too much yourself may be stunting your firm’s growth. Many owners of financial advisories take on the role of “Superman” out of necessity. Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t get any easier as you’re [...]
Apr 27, 2018 By John Capuano and Stephanie Sjoblom As the digital landscape forces traditional media consumption habits to change, it’s more important than ever to employ a “media mix.” Since radio is so routinely used among financial advisors, we want to illustrate how the use of Facebook in concert with radio is effective. Advertising [...]
Many financial advisors use traditional radio and television broadcast as a cornerstone for their marketing strategies, but bad advice abounds. Written By: Greg Dinetz, Co-Founder at Lone Beacon When it comes to marketing and advertising, many financial advisors seemingly chase shiny objects without the benefit of a strategic plan created by legitimate marketing professionals. They [...]
Facebook is one of the newest platforms in the wild wild west of digital marketing. The potential to capture and convert qualified prospects is enormous, but you must be prepared to strategically compete. (Published as: Four Facebook Advertising Lessons for Advisors) Written By: Don Kwak, Digital Marketing Manager at Lone Beacon Lone Beacon is a sales, [...]
A look at what modern-day pirates view as valuable resources to mine from your website. Mar 21, 2018 By Kirby Mack, Director of Digital Media A cyberattack can target any firm, no matter the size. Most of the time, a hacker’s main objective is to exploit one of the following valuable resources to make money [...]
By John Capuano, Co-Founder, Lone Beacon Media Lone Beacon Media is a sales and marketing company dedicated to the independent financial advisory industry with offices in Boston and Denver. If you’re an independent financial advisor who’s aggressive about carving out your fair share of the market, you’ve got to be skilled in “hand-to-hand combat”. In [...]
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 [...]
By Mike Schaffman, Director of Marketing at Lone Beacon. The digital space affords us many opportunities to do more than we ever thought possible, but it comes with new and unforeseen risks. Recent reports indicate that 74 percent of financial advisors have been the target of a cyberattack. That’s why both FINRA and the SEC [...]
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 [...]
By John Capuano, Co-Founder, Lone Beacon Media The first thing I learned in the world of business is that everybody is in sales. When we started our company, I was surprised to learn that the advisories we were working with didn’t have organized sales strategies. Many have never been exposed to modern sales infrastructures and [...]
