Lone Beacon

04/23/2025

In this episode of The Customer Journey, Mike and Greg dive into a major challenge faced by financial advisors: spending time on effective marketing.

Why is it so hard to focus on marketing? Often, it's because advisors are misled by vendors offering shiny solutions that sound great but aren't tailored to their needs. This leads to wasted time and fragmented marketing efforts that lack strategy and cohesion.

But don’t throw the baby out with the bathwater! Tune in to hear how you can avoid these common mistakes and focus on strategies that will drive long-term success.

04/15/2025

When it comes to digital marketing, 𝐥𝐞𝐚𝐝 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐧𝐚𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐠𝐚𝐦𝐞.

Hyper-focusing on 𝐛𝐨𝐭𝐭𝐨𝐦-𝐨𝐟-𝐭𝐡𝐞-𝐟𝐮𝐧𝐧𝐞𝐥 𝐥𝐞𝐚𝐝𝐬 that are highly interested in your business might seem like the best strategy for closing business, but it can actually hurt your long-term marketing success...

In this article, we break down the 𝐭𝐡𝐫𝐞𝐞 𝐤𝐞𝐲 𝐬𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐥𝐞𝐚𝐝 𝐟𝐮𝐧𝐧𝐞𝐥 and explain why a full-funnel approach is essential for a sustainable and successful digital marketing strategy!

https://lonebeacon.com/blog/2025/03/12/why-attending-to-all-the-stages-of-your-lead-funnel-helps-your-business

03/25/2025

Whether you like it or not, your audience is on their phones 𝗔 𝗟𝗢𝗧, and if you don’t adapt to meet them where they are, you’ll lose them and your business will fall behind as a result...

In this short clip from our recent OneCast, you'll discover how media consumption habits are evolving, and how leveraging digital platforms 𝐚𝐧𝐝 𝐟𝐢𝐫𝐬𝐭-𝐩𝐚𝐫𝐭𝐲 𝐝𝐚𝐭𝐚 𝐜𝐚𝐧 𝐠𝐢𝐯𝐞 𝐲𝐨𝐮 𝐚 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐞𝐝𝐠𝐞.

03/05/2025

In today’s digital age, traditional media like TV, radio, and newspapers are quickly becoming obsolete. With over 𝟵𝟬% 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗳𝗼𝗿 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟲.𝟱 𝗵𝗼𝘂𝗿𝘀 𝗮 𝗱𝗮𝘆, digital is now the new traditional.

After 20 years in traditional media, I can tell you: digital is more cost-effective, provides better data, has less clutter, and ultimately can generate more leads.

Here are the 𝗳𝗼𝘂𝗿 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗲𝗹𝗲𝗺𝗲𝗻𝘁𝘀 that everyone in the financial services world NEEDS to embrace if you expect to get the market share you think you deserve.

03/04/2025

When you think about what social media platforms your advisory is using, what comes to mind? For most, it’s likely just Facebook and LinkedIn but this limited strategy could mean 𝘆𝗼𝘂’𝗿𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁 𝗼𝗻 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲 𝗶𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁𝘀...

In this article, Senior Digital Media Manager, Zoe Menendez, discusses why Instagram is an important platform for financial advisors to utilize for their business and how to use it.

https://lonebeacon.com/blog/2025/01/30/instagram-for-financial-advisors/

02/27/2025

In a world of skepticism, it's never been more important for financial advisors to understand the value of referrals and testimonials. Not only do these give amazing insight for the advisor, but they can even be used acrosss various marketing materials!

02/25/2025

In this episode of The Customer Journey, Mike and Greg discuss how consumer behavior is changing in 2025 and why it’s so important for 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗼 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲𝗶𝗿 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝘁 𝘁𝗵𝗲 𝗳𝗿𝗼𝗻𝘁 𝗼𝗳 𝘁𝗵𝗲𝗶𝗿 𝗺𝗶𝗻𝗱𝘀.

The world of search is rapidly changing thanks to AI, and having a solid content strategy can help your firm combat this while also providing thoughtful content for those who need it...

01/30/2025

Purchased data is often irrelevant and untailored to the important questions you want answered about your prospects and their preferences. This is why it's paramount that every financial advisor has first party data on their clients and prospects, especially as platforms crack down on privacy laws.

01/28/2025

AI is a hot topic right now across every industry, but especially the marketing industry, and it's something we at Simplicity Lone Beacon have been utilizing for a while now.

AI goes far beyond having a platform simply "do" something for you. It's a powerful productivity tool that can save your employees time and allow them to focus on bigger picture projects.

01/24/2025

We've said it once and we'll continue to say it: Today's consumers want what they want, and they want it when they want it. This is why it's so important for advisors to know their audience so their messaging speaks to them in a way that is meaningful. In a recent Simplicity OneCast, John Capuano and Greg Dinetz discussed why hyper-personalization is a marketing necessity in 2025

01/22/2025

A financial advisor recently sought our help to expand his firm's brand awareness and connect with his target audience. We explored traditional media options like radio and TV, but these proved costly and time-consuming...

In this article, we explain how we pivoted to using short-form videos as a cost-effective and impactful way to tell their story and connect with potential clients.

Unearth the key strategies we employed to boost brand visibility and how this approach can be adapted for any financial advisory firm looking to grow!

By Mia Wood, Senior Client Relationship Manager at Simplicity Lone Beacon A financial advisor came to us looking to expand his firm’s brand awareness, aiming to connect personally with his target audience. With his firm, we assessed how traditional media outlets such as radio and television could ...

09/13/2024

This month's Lone Beacon Pet Spotlight goes to Theo and Simba! These cuties came to Sarah DeLuke as a bonded pair who simply could not be separated because of how close they are, despite not being related. Looks like keeping them together was the right decision 😻

08/16/2024

The August Lone Beacon Pet Spotlight goes to the best body guards money can buy, Pepper and Ducky Kulis! Pepper is a Black Lab and Great Dane mix and Ducky is full black lab, so you know they don't play around when it comes to protecting their little humans. Thanks Ben Kulis for hiring such top notch protection!