Leadership in the News
Key Advice for Financial Advisors to Break Through
When it comes to financial planning, all consumers care about is themselves - and that’s all they should care about! So, why is it [...]
2 Reasons Why Financial Advisors Should Embrace Digital
A large RIA in San Diego recently invested $10 million into a digital lead aggregation platform to close $1 billion in assets. This sounds [...]
ADVISORS AND ADVISORIES: How Much of Your AUM is at Threat?
Almost 50% of investors with $500K or more considered switching financial advisors last year, according to a Nasdaq study. And nearly 30% of them [...]
3 Keys to Navigate the “Trust Recession”
We believe that the two most critical variables when making large business decisions are 𝗧𝗿𝘂𝘀𝘁 and 𝗘𝗮𝘀𝗲. This means being authentically and irrefutably believable [...]
Financial Advisors: Our Comprehensive Survey Says to Adapt to Your Prospects
We surveyed over 1,000 people between the ages of 50 and 70 with an average of $500k in net investable assets, and I’m going [...]
Financial Advisors: You Don’t Have a Lead Problem, You Have a Closing Problem
How much would you charge your #1 competitor for your last 50 unclosed leads…that you paid for? Now if you were coaching someone who [...]
Breaking Up is Hard to Do
Financial advisors would close more business if they could better address how prospects could break up with their current advisor. But breaking up is [...]
Four Requirements for Your Financial Firm to Embrace Modern Marketing
Here are 𝗳𝗼𝘂𝗿 𝘁𝗵𝗶𝗻𝗴𝘀 that every financial advisory and institution needs to embrace in the modern era of marketing... #𝟭 - 𝗬𝗼𝘂𝗿 𝗪𝗲𝗯𝘀𝗶𝘁𝗲 This [...]
Close More Clients With a Sound Digital Marketing Campaign
Hey – Every Financial Advisory: It’s 2024… You can close more clients with a sound digital campaign than 𝗮𝗻𝘆 𝗼𝘁𝗵𝗲𝗿 𝗳𝗼𝗿𝗺 𝗼𝗳 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. How [...]
The 7 Trust Commandments
We work with some of the most respected financial advisories and institutions in America, and there are TWO things that are more important than [...]
Gut vs Data
Whenever someone tries to make a point by saying things like: “I feel like 𝗯𝗹𝗮𝗻𝗸…”, “It seems like 𝗯𝗹𝗮𝗻𝗸…”, or “Every time I 𝗯𝗹𝗮𝗻𝗸….”, [...]
Execution is All About Behavior
We work with some of the best financial advisories and institutions in America, and the thing that separates the good from the great is [...]
Bundle Up…Your Marketing
If you haven’t figured out how to bundle your marketing platforms and messages…you’re wasting time, opportunity, and money. By far, the biggest marketing waste [...]
5 Marketing Insights for Financial Advisors in 2024
Our world is changing FAST, and it seems like a full-time job just trying to keep up with it. The good news is, we’ve [...]
Digital is the New Traditional
What does traditional media mean to you? I googled the phrase "traditional media," and the answer it gave was... TV, radio, newspaper, cold calling, [...]
Our 5 Metrics for Brand Service and Consistency
Consistency is everything in business and in life. People aren't fans of surprises when it comes to most things. If you can consistently do [...]
All Businesses are in the Manufacturing Business
We’re in the sales and marketing business but we really see ourselves, and our clients, as being in the manufacturing business. Because at the [...]
Working Hard… or Hardly Working?
I started my career in the late 80s, and I heard the same thing that everyone hears today… “Your generation doesn’t work as hard [...]
The Magnificent 7 Traits of the Uber-Successful Firms
We’ve worked with some of the highest-producing financial advisory firms in America, and the lessons we’ve learned about the path to success could be [...]
Desire Versus Deserve. Business and Sports Are the Ultimate Meritocracies
We’ve worked with some of the most successful financial advisories in America…and for every one we’ve worked with, we’ve met with 50 more. And [...]
Three Game Changing Lessons from Our 24-Month Lead Attribution Study
My team at Lone Beacon has just completed a 𝘁𝘄𝗼-𝘆𝗲𝗮𝗿 𝘀𝘁𝘂𝗱𝘆 about WHY investors become clients of financial advisories. We traced the customer journey [...]
Rules to Increase Your Sales as a Financial Advisor
I’ve been in the sales business for 30 years, and our firm, Lone Beacon, has worked exclusively with financial advisors for over 10 years. In [...]
Financial Advisors: Want to Increase Your Closing Ratio? Answer This Question… Why “YOU” Versus Every Other Option?
Financial Advisors: Want to increase your closing ratio? Answer this question... Why “YOU” versus 𝗲𝘃𝗲𝗿𝘆 𝗼𝘁𝗵𝗲𝗿 𝗼𝗽𝘁𝗶𝗼𝗻? This might sound daunting to you...but what’s [...]
Financial Advisory Firm Owners: A Surefire Path to Close More Leads and Increase Production
If you were to ask the CEO of any independent financial advisory what the most important thing is to sustain and grow their business, [...]
No. Why Not? Yes.
It might be easy to default to “no” when people ask you to do something that might seem overly challenging, or if you’re a [...]