Leadership in the News
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 [...]
Advisors: Your Lengthy Sales Process Could Be a Killer
We've talked to A LOT of advisory firms, and the ones who are still forcing a lengthy closing process are actually seeing a 𝗱𝗲𝗰𝗹𝗶𝗻𝗲 [...]
Consumer Behavior Has Changed Dramatically. Has Your Selling Behavior Kept Up?
People are changing the way they buy things; Are you changing the way you sell to them? The fact is, you can close more [...]
Got Leads?
Every Advisor wants more and better leads. Leads are an essential part of our business at Lone Beacon, but equally important is providing support [...]
Are Your Client’s and Prospect’s Needs Changing Faster Than Your Business Strategies?
Everything around us is getting faster—advertising messages, entertainment, food and goods deliveries, access to infinite information…and OUR CHOICES. We get served 10,000 ad impressions [...]
Top 10 Things to Consider When Growing Your Business
Expanding your business is more than just “investing money in hiring new talent”. It's about understanding why people choose to work with us. Here [...]
What Makes Some Digital Campaigns Fail?
As a full-service sales and marketing company for the financial services industry, we do our best to help clients execute successful campaigns throughout all stages [...]
Start Less. Finish More.
Life, and marketing, is complicated enough without having to spread your time and resources across too many platforms. I’ll trade 25 solid ideas for [...]
The Path to Your Corporate Brand Runs Through Your Personal Brand
Whether we realize it or not...we all have a personal brand. But most of us don’t break down our personal brands the same way [...]
Why is There ZERO Barrier of Entry When it Comes to Calling Yourself a Digital Expert?
If you’re getting digital advice from someone, or some firm, who does not perform the digital tasks you're seeking themselves, but relies on other [...]
Are You In a “Buddy Buy” Relationship?
By John Capuano, Co-Founder of Lone Beacon What’s a “Buddy Buy” you ask? It’s when you’re purchasing a product or service based on a [...]
First-Party Data: A Resource Worth Mining
First-party data is your firm’s greatest asset! With platforms like Google and Facebook tightening up on their privacy policies, it’s never been more important [...]
The Must-Have Marketing Playbook for Today’s Financial Advisor
If you're a financial advisor, you're likely struggling with marketing your firm and making yourself stand out from the pack. That's why we have [...]
The “Ageless” Cure for Ageism
Our firm is run mostly by young people. It’s not unusual for a staff member to ask my advice about feeling challenged by older, [...]
Scaling Your Business Starts with Scaling Yourself
It’s impossible to scale your business without understanding the concept of scaling yourself. This concept is true for your staff as well. You scale [...]
It’s Goal Time!
This is the time of year when our corporate initiatives get real. There are lots of things that make some organizations better at achieving [...]
Digital Leads: What Does “Good” Look Like?
When we first began our digital media department we had success from the start. We were able to get 100 leads, fast... and for [...]
Data Aggregation for Dummies
#Businesses that know how to successfully aggregate their own #data, and the data from the world around them, have a BIG advantage over their [...]
Business is Like Pizza
There are two pizza restaurants within a block of my house in Boston. One is always packed and the other is always empty... But [...]
Un-Commoditize: Can You Identify the 3 Irrefutable Truths About Your Brand?
We work with some of the biggest financial advisories and institutions in America and the hardest question to answer is... What are you offering [...]
The Exponential Value of Outstanding Customer Service
When it comes to the financial advisory business, it can seem like it’s all about leads. Leads beget prospects which beget clients for your [...]
Year 10: Interlopers to Game Changers
We’re so proud to be entering YEAR-10 in Business! We’ve gone from interlopers in the financial space to true thought leaders. Today, we work [...]
2023: The Year of the Brand
In the financial industry, the ONLY thing you have that is unique is YOU. Are you using it to close business? Is it irrefutable? [...]