Lone Beacon

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!

07/29/2024

When it comes to financial planning, all consumers care about is themselves – and that’s all they should care about! So, why is it so hard to break through?

This week, Lone Beacon Co-Founder, John Capuano offers three practical tips to help you connect with your audience more effectively and stand out in a competitive market.

By John Capuano, Co-Founder of Lone Beacon When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! So, why is it so hard to break through? Here is some advice for how to break through… 𝗕𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰. Solve a...

07/26/2024

Some of the Lone Beacon team members got together yesterday to celebrate our 11th anniversary! The outing consisted of the team going on a Duck Boat Tour, which is a classic Boston experience.

Thank you to all the team members who have gotten us this far and to the amazing team we have today!

07/12/2024

Glenn Dean, our Chief Snuggle Officer, is our July Lone Beacon Pet Spotlight!

Glenn works closely with Senior Director of Accounts, Kasey Dean, to ensure that all employees are taking advantage of their PTS (paid time to snuggle). Needless to say he doesn't need to work too hard to excel at his job.

06/18/2024

Social media, in today’s world, seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time and with time, patience, consistency, and a little bit of creativity.

Best practices can vary depending on the platform and your specific goals. However, there are some overarching principles that can help guide your approach to social media marketing. In this week's blog, Lone Beacon, a Simplicity Company, VP of Digital Media, Kirby G Mack, take's a look at just one, engagement… and how to encourage it. https://www.lonebeacon.com/9-tips-to-boost-your-social-media-engagement/

By Kirby G Mack, Vice President of Digital Media. Social media, in today’s world it seems like a must. Especially for businesses. But where do you start? How do you grow? What do you do? Well, it takes time, and with time, patience, consistency, and a little bit of

06/14/2024

This month's Lone Beacon Pet Spotlight is dedicate to Winston, Ferguson, and Schmidt - otherwise known as the New Girl Gang!

When they're not making their presence known via video chat, they lounge around and enjoy the Charleston weather. Fun fact about Schmidt, his mom (Digital Media Manager Zoe Menendez) accidently trained him to go outside whenever a call ends 😂His picture here is him doing just that!

Lone Beacon, a Simplicity company.

05/16/2024

Many advisors have been sending event mailers for years and are of the mindset of "if it's not broken, don't fix it". But when's the last time you truly analyzed the results from your mailers and compared them to the results from your digital ads?

We did some digging into this so you don't have to, and the results might surprise you. Click below to learn more 👇

  By Zoe Menendez, Digital Media Manager. Recently, I was reviewing data from our clients who have been hosting dinner seminars. These clients have been spending most of their event budget on mailers and it got me wondering; Is this really the best use of their budget? Could they

05/15/2024

It's easy to get distracted by new and flashy solutions, or to get wooed by a sense of expertise. But if your new marketing company doesn't 100% get YOUR industry, they're going to have a hard time getting you results.

At Lone Beacon, we're always on the lookout for what's changing in the financial industry, and then adjusting our strategies for our clients so they can connect better with potential prospects.

05/14/2024

For financial advisors, building solid relationships is the more of less the backbone of their firm. And this is even more important in today's world, where consumers are being overwhelmed with too many messages and they don't know who or what to trust.

This week, Lone Beacon Co-Founder, John Capuano, will discuss 3 things that advisors can keep in mind in order to help them build trust with prospects amidst an untrustworthy world.

We believe that the two most critical variables when making large business decisions are 𝗧𝗿𝘂𝘀𝘁 and 𝗘𝗮𝘀𝗲. This means being authentically and irrefuta...

05/12/2024

Happy Mother's Day to all the amazing mother figures out there! Take some time to celebrate the moms in your life today, they deserve it.

05/10/2024

May's Lone Beacon Pet Spotlight goes to the OG Lone Beacon Pets, Lu and Sal Capuano! When you walk into the office and see these two, you know very little work is getting done that day and you might have to move your snacks to a higher level.

05/09/2024

CASE STUDY: Recently, one of our clients was seeing lower-than-average engagement on their emails. The easy fix would just to be focus on increasing their open rate and be done with it. But that's not how we do things.

With meticulous attention to detail, our email team embarked on a journey to increase their email engagement AND amplify the advisor's impact. Read the rest of this article to learn how they surpassed industry benchmarks and helped foster genuine connections with their audience.

Written by Rich Davis, Email Marketing Coordinator at Lone Beacon, Edited by Marcus Roth, Senior Director of Email Marketing, Automation, and Content at Lone Beacon.   The purpose of this article is to showcase how the email team looks at different issues and attempts to creatively answer specific ...

05/08/2024

Did you know that between Gen X and Baby Boomers, there are over 87 million people who use social media? That's A LOT of people!

Sure, retirees didn't used to use social media, but today? The numbers speak for themselves. It's time for advisors to embrace the age of social media not only because it'll help them drive results on their website, but it's also one of the best ways to starting building relationships.

We help the financial industry generate leads and close business.

05/07/2024

Building a relationship with your clients and prospects is arguably one of the most important things as a financial advisor. And one way you can establish that connection is by creating engaging content for them to consume.

This week, Graeme Mills, Lone Beacon's Content Manager, will let you in on his top 2 secrets that financial advisors can use to captivate their audience and position themselves as a thought leader.

By Graeme Mills, Content Manager for Lone Beacon. The reason you create and share content—whether it's videos, articles, webinars, web copy, ads, or other forms of content—is to establish and re-establish a connection between you and your clients and prospects. The two key concepts to do that ar...

05/06/2024

We recently surveyed over 1,000 retirees and pre-retirees so we could learn more about what it means for them to choose a financial advisor. One question we asked them was how long it took them to decide their current advisor was right for them.

Our takeaway? People need time! Ask your prospects what their timeline is and how they want to proceed. Putting yourself on THEIR timeline will help strengthen your relationship.

We help the financial industry generate leads and close business.

05/03/2024

No matter the industry, marketing departments are under constant pressure to deliver results while juggling multiple projects, campaigns, and deadlines. This is also true for advisors!

Setting up efficient workflows is the key to thriving in today’s ever-changing marketing landscape.

Here are some foundational tips for evaluating and implementing internal processes to save time, reduce errors, enhance collaboration, and ultimately help you gain new clients and strengthen relationships with your current ones!