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|

Increase Your Leads Without Increasing Your Budget Via Facebook

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 [...]

2019-01-21T17:22:34+00:00Sunday, April 29, 2018|Facebook, Facebook Advertising, Published Articles, WealthManagement.com|

5 Broadcast Myths Debunked for the Financial Advisor

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 [...]

2018-11-25T17:28:03+00:00Monday, April 9, 2018|Broadcast, Published Articles, WealthManagement.com|

4 Critical Lessons for Financial Advisors to Win at Facebook Advertising

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, [...]

2019-01-21T17:18:36+00:00Thursday, March 29, 2018|Facebook Advertising, Published Articles, WealthManagement.com|

Why Your Website May Likely Be at Risk for a Hack Attack

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 [...]

2019-01-21T17:15:05+00:00Wednesday, March 21, 2018|Cyber Security, Published Articles, WealthManagement.com|

Three Key Cybersecurity Lessons for Financial Advisors

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 [...]

2019-01-21T17:16:02+00:00Friday, July 28, 2017|Cyber Security, Published Articles, WealthManagement.com|

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, WealthManagement.com|

The Financial Emotional Rescue

By John Capuano, Co-Founder, Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s 50-plus consumer profile looks vastly different then it did 30 years ago. Fax machines were seen as high-tech, nobody used cell phones, and the Internet wasn’t even [...]

2018-11-25T21:49:04+00:00Thursday, May 26, 2016|Practice Management, Published Articles, WealthManagement.com|

How Advisors Can Act on Real Media Consumption

By John Capuano, Co-Founder, Lone Beacon Media As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there?    Today’s financial landscape amongst advisories is constantly changing, due largely in-part to [...]

2018-11-25T21:50:18+00:00Thursday, March 3, 2016|Digital Marketing, Published Articles, WealthManagement.com|