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Lone Beacon

Lone Beacon We help the financial industry generate leads and close business.

Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical, and work within every phase of the customer journey, which allows us to better analyze, learn, and execute based on reams of data. Our services include Website Development and associated Content, Digital Marketing, Email Marketing Automation, Data Mining, and Practice Man

Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical, and work within every phase of the customer journey, which allows us to better analyze, learn, and execute based on reams of data. Our services include Website Development and associated Content, Digital Marketing, Email Marketing Automation, Data Mining, and Practice Man

Operating as usual

Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?On October 7th, 2022, Lone Beacon was in...
10/19/2022
Who Says Financial Advisories Can't Be on the Cutting Edge of Digital Marketing?

Who Says Financial Advisories Can’t Be on the Cutting Edge of Digital Marketing?

On October 7th, 2022, Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first in the country and the first Financial Advisor Marketing Agency in the world to earn its Meta Certified Company qualification!

Read more about what this qualification means for Lone Beacon and the financial advisors we work with.

  By Craig Foster, Lone Beacon's Director of Digital Media. On October 7th, 2022, Lone Beacon was informed by Meta (formerly Facebook) that we had become one of the first to earn its Meta Certified Company qualification. As Meta stated in the email, “we are so excited to

Are you looking to convert prospects into clients quicker? Lone Beacon has uncovered an illuminating statistic which pro...
10/13/2022
Welcome Email Sequences Reduce Sales Cycles for Financial Advisories

Are you looking to convert prospects into clients quicker? Lone Beacon has uncovered an illuminating statistic which proved true for multiple clients.

The research showed that clients utilizing Lone Beacon Emersion sequences, otherwise known as extended “welcome” email sequences, convert prospects into clients at a far faster rate than those clients without an extended welcome sequence.

See how it works in this article.

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. While analyzing the year-to-date success of our client’s ability to convert new business, our research uncovered an illuminating statistic which proved true for multiple clients. The research showed that clients utilizing...

When Lone Beacon Co-Founder, John Capuano entered the job market in 1986, someone told him that there was no loyalty any...
10/10/2022
Why Are We All So Confused About The Job Market?

When Lone Beacon Co-Founder, John Capuano entered the job market in 1986, someone told him that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And we get it, if you were from a generation who had jobs for life, that seemed short.

In this video, John urges employers NOT to worry, but instead, welcomes them to take on a new perspective of the current !

When I entered the job market in 1986, someone told me that there was no loyalty anymore because people “only” keep jobs for 5-10 years. And I get it, if you were from a generation who had jobs for life, that seemed short. The reality is that job tenure hasn’t changed

Lone Beacon is proud to announce Andrew Preshong has received a well-deserved promotion to Email Marketing Manager! Sinc...
10/07/2022

Lone Beacon is proud to announce Andrew Preshong has received a well-deserved promotion to Email Marketing Manager! Since his arrival at Lone Beacon, Andrew has been an incredible asset to the email department. He has been instrumental in creating operational efficiencies that have allowed us to better scale the email department and accommodate even more clients.

Congratulations Andrew!

If you did a Google search for “Do’s and Don’ts of ,” you'll be bombarded with an array of generic tips telling you to "...
10/06/2022
Do You Truly Understand Your User?

If you did a Google search for “Do’s and Don’ts of ,” you'll be bombarded with an array of generic tips telling you to "keep it simple" or "don't overthink it."

Of course, it's important to make sure your website isn’t busy and is properly laid out, but is that really the only measure by which an entire site can be judged? Absolutely not.

In this article, Kirby Mack, Vice President of Digital Media at Lone Beacon, will break down his TOP TIPS for optimizing your website, to ultimately get you more business!

“If you have to explain the joke, it’s not funny.” Written By: Kirby Mack, Vice President of Digital Media at Lone Beacon If you did a Google search right now for “Do’s and Don’ts of Website Design,” the first page results would give you a combined total of over 242 tips from 10 organi...

In episode 13 of "TCJ: The Customer Journey", Mike and Greg debunk the lies you've most likely been told about achieving...
10/04/2022
TCJ Episode 13: Shiny, Singular Objects Are Not Marketing Plans

In episode 13 of "TCJ: The Customer Journey", Mike and Greg debunk the lies you've most likely been told about achieving marketing results, while explaining how to foster real results-oriented marketing into your business!

Check out this weeks episode below!

  When it comes to your business's marketing plans, it's easy to get caught up in epic ideas or single solutions that will launch your company into the stratosphere... But more often than not, these one-size-fits-all solutions don't deliver results! On this episode of The Customer Journey, Mike and

Major events around the world not only impacts the markets but also the customer journey which also impacts your revenue...
09/29/2022
The Customer Journey and Its Impact on Your Revenue

Major events around the world not only impacts the markets but also the customer journey which also impacts your revenue.

Read our article, published on WealthManagement.com to understand why properly defining your available target market and leveraging data to engage them are more important than ever.

Properly defining your available target market and leveraging data to engage them are more important than ever.

Have you met or exceeded your business goals this year? Or are you still looking for that missing link? Whether your bra...
09/28/2022
The Missing Link to Sales Success for Your Financial Advisory Firm

Have you met or exceeded your business goals this year? Or are you still looking for that missing link?

Whether your brand has been in business for 10 years, 10 months, or 10 days, there are key actions that must be taken to meet said goals – all of which involve .

Read our article to uncover the missing link to sales success for your firm!

  Written By: Mike Schaffman, Vice President of Sales & Marketing at Lone Beacon Believe it or not, one of the most important roles for your business is the Sales Manager. An air-tight sales infrastructure empowers financial advisory firms to grow. Whether your brand has been in business for 10

Are you looking to scale your firm? Check out Lone Beacon Co-Founder, John Capuano's 10 steps  to consider when deciding...
09/27/2022
Published Article: Want to Scale Your Firm? Pass this Top 10 Checklist First

Are you looking to scale your firm? Check out Lone Beacon Co-Founder, John Capuano's 10 steps to consider when deciding if scaling is the right next step for you, in this article previously published by WealthManagement.com

  By Lone Beacon Co-Founder John Capuano. This article originally appeared on WealthManagement.com It all comes down to putting in the work to make it succeed. These days, it’s hard to get away from the chatter about “scaling your practice.” It’s a huge driver of the “fear of missing out....

On episode 12 of The Customer Journey, Mike and Greg discuss how  firms can achieve their business goals by implementing...
09/26/2022
TCJ Episode 12: An Advisor's Roadmap to Accomplishing Their Goals

On episode 12 of The Customer Journey, Mike and Greg discuss how firms can achieve their business goals by implementing an air-tight process.

Check it out below!

  On episode 12 of The Customer Journey, Mike and Greg discuss how financial advisory firms can achieve their business goals by implementing an air-tight sales process. Accomplishing the goals you set out for your business is one of the hardest challenges your business will have. That's why the

Do you know what the biggest  secret is?Read our article to find out and explore tips and tricks on how to use SEO in wa...
09/23/2022
The Biggest SEO Secret – The Real Keyword You Should Be Focusing on Is…

Do you know what the biggest secret is?

Read our article to find out and explore tips and tricks on how to use SEO in ways that can benefit and elevate your online presence!

Content. That's it. That's the article. But wait, what makes this the "biggest SEO secret," and why are we so eager to give it to you? For years, Lone Beacon has been stressing the importance of content to its clients. But for years, keyword stuffing and backlinking have been dirty little secrets in...

Figuring out the first step of how to promote your advisory online can be a difficult part of your company's marketing j...
09/22/2022
The Most Effective Way for Financial Advisors to Brainstorm Content – The Content Matrix

Figuring out the first step of how to promote your advisory online can be a difficult part of your company's marketing journey.

Content creation in a large industry like can seem overwhelming but we're here to help! Read Lone Beacon’s Senior Director of Data, Automation & Content, Marcus Roth's thoughts on how to create engaging subject matter with confidence and efficiency.

By Marcus Roth, Lone Beacon's Senior Director of Data, Automation & Content. The top financial advisors in the US face a common issue. They are interested in making content promoting their advisory services, but they don't know where to begin. They feel overwhelmed by the amount of content already

81% Of U.S. Adults Are Using YouTube, But Is Your Business Even Utilizing It?Recently the Pew Research Center put out a ...
09/21/2022
Why YouTube is Your Answer to Connecting with New Clients

81% Of U.S. Adults Are Using YouTube, But Is Your Business Even Utilizing It?

Recently the Pew Research Center put out a survey that looked at the usage of different social media platforms like YouTube, Facebook, Twitter, and Instagram. When we examined the study, a conclusion jumped out at us... Clients should ABSOLUTELY be advertising and posting on YouTube.

Read more about how you can utilize YouTube for your business!

By Craig Foster, Lone Beacon's Director of Digital Media. A little while back the Pew Research Center put out a survey that looked at the usage of different social media platforms. This survey looked at usage of YouTube, Facebook, Instagram, TikTok, and other social

"If You Want to Achieve a Big Goal, Start at the End"Read about how you can utilize the power of working backwards to ma...
09/20/2022
If You Want to Achieve a Big Goal, Start at the End

"If You Want to Achieve a Big Goal, Start at the End"

Read about how you can utilize the power of working backwards to make big leaps forward in this WealthManagement.com article by Lone Beacon Co-Founder, Greg Dinetz.

Setting big goals is wonderful, but without strategy and ex*****on, your chances of achieving them are left much more to chance and luck.

Is your  firm adding new advisors? If so, make sure your firm avoids the mistake of an uncoordinated sales effort by fol...
09/08/2022
Adding New Advisors to Your RIA? Welcome to the Franchise Business

Is your firm adding new advisors? If so, make sure your firm avoids the mistake of an uncoordinated sales effort by following THESE TIPS on how your firm can achieve lead conversion success.

Is your firm adding new advisors? If so, make sure your firm avoids the mistake of an uncoordinated sales effort and follow THESE TIPS on how your ...

Attention,  industry—it’s time to invest in your own future! Lone Beacon co-founder John Capuano shares insights on digi...
08/12/2022
The Facts About Digital Marketing for Financial Advisors

Attention, industry—it’s time to invest in your own future!
Lone Beacon co-founder John Capuano shares insights on digital marketing for financial in this WealthManagement.com article.

Like it or not, you are in the digital space. Here’s how to start using it to your advantage.

If you're in the    and are struggling to differentiate your firm from the pack, I know why. You MUST ask yourself these...
08/11/2022
The 3 Key Business Questions Every Financial Advisor Must Answer!

If you're in the and are struggling to differentiate your firm from the pack, I know why. You MUST ask yourself these key questions about your business if you want to effectively stand out to attract new clients.

If you're in the financial advisory business and are struggling to differentiate your firm from the pack, I know why. You MUST ask yourself these key questio...

The Facts About Real World  for   in the 21st Century.(Hint...We Live In A  Age!)Attention financial industry, it’s time...
07/27/2022

The Facts About Real World for in the 21st Century.

(Hint...We Live In A Age!)

Attention financial industry, it’s time to invest in your own future!
You might have noticed that your prospects and clients are glued to smartphones. So, why is the industry that wants people to invest “for the long-term” so quick to judge something that is clearly HERE?
We believe in all forms of marketing but the bulk of ours is in the digital space. That's because we live in a digital world. Whether you like it or not, YOU are in digital too.

The Facts
The financial industry still hasn’t figured out digital, making it beachfront property for those who have. Take a look at these stats to prove it.
78% of baby boomers are active on Facebook
67% of baby boomers are heavy users of YouTube
31% of baby boomers are active on LinkedIn
The “Number-1” Talk Station in any market averages about one-fourth (25%) of the reach that Facebook has among the baby boomer demographic.

The Opportunity
The fact that you can reach hyper-targeted audiences is an advantage compared to other platforms. And get this, effective digital campaigns are about half the cost of broadcast campaigns.

How Data Works
The fact is that 10-12% of digital leads can convert to a one-on-one meeting. Potentially 90% of the total people that populate your new list of prospects will be willing to meet face to face...
is not perfect but it’s a game of percentages. It just turns out that the data you receive from DIGITAL is more tangible than broadcast or mail. You can SEE the “bad data” – the people that don’t engage.

We’ve routinely seen advisories spend hundreds of thousands of dollars on “safe and traditional” forms of marketing to predictably poor results. But is it actually safe if it doesn’t work? It’s senseless.

The Problem
Digital marketing is still (stunningly) new to finance. Oftentimes your only advice comes from in-house marketing departments at financial institutions and the “generalist” digital company that doesn’t understand the financial business.

Effective digital campaigns are much more affordable and yield higher ROIs. But generating results from digital requires two things: Someone that knows what they’re doing and can show you empirical results on YOUR industry, and TIME.

Even in the very beginning, when you may not be converting leads to appointments, WONDERFUL things are happening: You’re branding your firm to thousands of prospects and clients, and you’re building a first-party database... the most important thing for any business today.

The Solution
First, you must accept the fact that we live in a digital world, and like it or not, if people use Google to find your number, visit your website, or look at their financial statements online, YOU are in the digital business.

Lone Beacon helps you do digital right, helping you stake your claim to the digital space.

07/21/2022

Lone Beacon is proud to announce two of our staff members have become Google Data Studio certified! Congratulations to Richard Davis and Andrew Preshong for this accomplishment!

Richard and Andrew will be able to put this new found knowledge to work helping all of our clients further master their first party data. At Lone Beacon, we strive to develop the skills of all of our staff because we know they are our greatest asset.

Event leads are a critical part of any financial advisor or institution's external marketing initiatives, and among the ...
07/15/2022
10 Steps to Take Before Your Next Retirement Event

Event leads are a critical part of any financial advisor or institution's external marketing initiatives, and among the most popular ways to close new business.

Click below to read the 10 most important steps you can take before your next retirement event to ensure success.

https://www.lonebeacon.com/10-steps-to-take-before-your-next-retirement-event/

Event leads are a critical part of any financial advisor or institution’s external marketing initiatives, and among the most popular ways to get eyeball-to-eyeball with prospects to show them your expertise and convince them to do business with you. We’ve discussed why event leads are some of

How can you best drive people to your website, get leads and ultimately close business? Google ads can help.Click below ...
07/08/2022
Identifying Different Google Ads Campaign Types

How can you best drive people to your website, get leads and ultimately close business? Google ads can help.

Click below to read about some of the different Google Ads campaign types Lone Beacon uses to get our clients in front of the right types of prospects.

https://www.lonebeacon.com/identifying-different-google-ads-campaign-types/

By Craig Foster, Director of Digital Media We have discussed before the importance of having a top-of-the-line website and tips on how you can monetize your website, but getting people to visit your website is another challenge. Lone Beacon knows how to get your brand to

Everyone wants a great looking website, but they often overlook what should be your website's most important features: M...
07/01/2022
Web Design Tips for Financial Advisors & Institutions

Everyone wants a great looking website, but they often overlook what should be your website's most important features: Making you money and giving you incredible insights into your prospects.

Click below to read some of our thoughts about effective website design for financial advisors and institutions.

https://www.lonebeacon.com/web-design-tips-for-financial-advisors-institutions/

Lone Beacon works with some of the biggest financial advisory offices and institutions across the country, but whether your business is big or small, it’s crucial to have a great looking and functional website that not only helps you put your best digital foot forward to those

06/16/2022

I talk to many of the country’s most successful financial advisory firms, and the ability to scale is at the top of their lists. Are you taking the right steps to scale your firm?

https://youtu.be/gVYlukSQRNc

The Pareto Principle, also known at the 80/20 rule, states that about 80% of outcomes come from 20% of causes.Click belo...
06/10/2022
The Pareto Principle: What Is It & How Can You Apply It to Grow Your Business?

The Pareto Principle, also known at the 80/20 rule, states that about 80% of outcomes come from 20% of causes.

Click below to read our latest blog on how you can apply this principle to identify your ideal customer, understand your top priorities, and ultimately grow your business!

https://www.lonebeacon.com/the-pareto-principle-what-is-it-how-can-you-apply-it-to-grow-your-business/

The Pareto Principle, also commonly called the 80/20 Rule, states that about 80% of outcomes come from 20% of causes. While this principle can be helpful in prioritizing high-impact tasks and can help increase your productivity, it can also help you grow your business by identifying your

We all strive for 100% client satisfaction... but that’s nearly impossible.  But we can get closer by asking the hard qu...
06/10/2022
Are You Listening To Your Customers?

We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions...

https://www.youtube.com/watch?v=chmuCZ2VHSE

We all strive for 100% client satisfaction... but that’s nearly impossible. But we can get closer by asking the hard questions and not making assumptions......

Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it a...
06/03/2022
Change Happens

Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded?

https://youtu.be/Y46xiFG3Pzw

Since the beginning of time, humans have been telling one another, “Our world is changing more quickly than ever”...it always has and it always will. So why ...

A solid digital marketing program takes a multi-channel approach, yet many take a one-size-fits-all solution when it com...
05/26/2022
There is No One-Size-Fits-All Solution When It Comes to Your Digital Marketing Mix

A solid digital marketing program takes a multi-channel approach, yet many take a one-size-fits-all solution when it comes to their marketing mix.

Lone Beacon's Director of Digital Media, Craig Foster, explains Lone Beacon's marketing philosophy and how we look at the unique needs of those we do business with to find and convert the right leads that create the right clients for them.

https://www.lonebeacon.com/there-is-no-one-size-fits-all-solution-when-it-comes-to-your-digital-marketing-mix/

By Craig Foster, Director of Digital Media When working with your marketing partners, are they providing you with a one-size-fits-all solution to your digital marketing? Are they using the same solution with their largest budget client as they are with their smallest budget client? Are they looking

Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be aski...
05/25/2022
What's A Business Without Its People?

Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.

https://youtu.be/ZxFhmCNi4RQ

Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge...

Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that ...
05/20/2022
TCJ Episode 9: Ranking the Top 5 Hottest Leads for Advisors -Webinars

Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue.

Webinars became an important piece of the marketing mix with the onset of the pandemic. Webinars are another way to communicate your brand and what differentiates you from competitors in a digital, on-demand way.

Watch this week’s latest TCJ (The Customer Journey) episode to learn more about Mike & Greg’s next draft choice: Webinars!

https://www.youtube.com/watch?v=nOraScmVU2Q

Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific ma...

If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your peopl...
05/19/2022
Attention Financial World: Your Business Should Be Your Most Bullish Investment!

If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you?

Click below for more on why investing in yourself is the simplest decision you can make.

https://youtu.be/kxyeLLC6Btg

If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you?Click below for more...

Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show.Greg ...
05/13/2022
New Podcast Interview: Your Marketing Must Go Digital - With Greg Dinetz

Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show.

Greg joined the show to talk about what makes Lone Beacon unique in the digital marketing space, and the important lessons he and the company have learned to help their clients cross the finish line when marketing turns to revenue.

Click below to learn more and listen to the show!

https://www.lonebeacon.com/new-podcast-interview-with-greg-dinetz/

Lone Beacon Co-Founder Greg Dinetz was recently featured on the informational financial podcast, That Annuity Show. Hosted by Nassau Financial Group CMO Paul Tyler and ALEX.fyi Founder & CEO Ramsey Smith, That Annuity Show discusses a wide range of topics related to

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people worki...
05/11/2022
Shrink Your Playbook for More Effective Marketing

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient.

Watch John Capuano's 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.


https://youtu.be/1vYFkI4THD4

We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and ...

If you’re in the financial or marketing business, listen to this podcast!Derek Gregoire is Co-Founder of SHP Financial, ...
05/06/2022
‎Financial Advisor Success: Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire on Apple Podcasts

If you’re in the financial or marketing business, listen to this podcast!

Derek Gregoire is Co-Founder of SHP Financial, a billion dollar+ firm and among Lone Beacon’s oldest clients. He shares his philosophies on building a business, a culture, and a marketing engine.

https://podcasts.apple.com/us/podcast/ep-278-separating-marketing-from-sales-to-more-efficiently/id1190341231?i=1000558729400

‎Show Financial Advisor Success, Ep Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire - Apr 26, 2022

A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks...
05/05/2022
How to Achieve Your Company's Digital Transformation

A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way.

Check out John Capuano's latest video to learn more.

https://youtu.be/x1j8-3XFC0o

A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuan...

Address

667 Boylston Street, 5th Floor
Boston, MA
02116

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18889784785

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