TCJ Episode 3: The Live Event Marketing Ecosystem
The new era of event lead aggregation is here. Despite unprecedented technological advancements, many advisories use the exact same process from decades ago when marketing their live events with a heavy reliance on direct mail. Watch the latest TCJ episode to see Greg and Mike’s take on applying digital to an event campaign and how it can lead to far more effective results.
There’s an opportunity for the financial space to create their own first party database so they don’t have to rely on data used by multiple competitors in-market. At the same time, they have the ability to grow their brand and gain immediate insight regarding who is engaging (and how).
Financial professionals will question the “leftover” leads in the pool because they failed to attend or book an initial appointment. That’s why it’s crucial to understand exactly how people’s journeys through the buying process differ, because there are more choices than ever and you need to market on their terms, today.
TCJ, Episode 2: Database Gold Mining
As part of the interconnected marketing ecosystem, Lone Beacon leverages database email marketing to nurture prospects and help convert them into clients. It’s all about evaluating, while enhancing, the customer journey. Tracking every behavior along the way with a customized scoring system allows us to identify the best prospects (and clients) to focus on. We know who they are, why they’re engaging, and it’s available to advisors in real-time via an integrated email alert system.
In Episode 2 of TCJ, Greg and Mike discuss the difference between just doing database marketing and being successful at it. Checking off the box and saying you sent a weekly email to your database is nice, but with that mindset, you probably shouldn’t expect much engagement and overall results.
Many financial professionals have already done the hard work in growing their list. And the fruits of that labor can only be found after executing automated email programs and weekly nurturing campaigns that drive engagement and unearth leads that are low in the sales pipeline.
Your Most Important Client is Right in Front of You
The notion of status quos is not in the cards for us and the flywheel for growth only gains momentum. The fuel for the flywheel: OUR STAFF. Our company’s growth is proportionate to our ability to recruit for, and develop good people.
Tips to Transform Your Digital Landscape
We work with some of the most successful financial advisories and institutions in America and when they come to us they want some level of digital transformation...with equal parts of optimism and frustration.
In the past, they may have:
- Not had realistic expectations
- Been sold one digital platform versus a solution
- Taken on more than they can handle
- Never given it enough time to work
They don't know where to begin and it's something totally new that both they and their staff has to learn.
Your Brand is Your Call to Action!
What if you had people asking you to become your client rather than feeling the need to convince them? A clear brand differentiator can accomplish that.
It's futile trying to be all things to all people, because when you try to reach everyone, you reach no one.
2022 is Here! Are You Prepared?
Are you and your business prepared for 2022?
What are we going to do with all these fruitcakes?
You may not be lucky enough to get Bubby's fruitcake this year...but maybe it's for the best.
Peace and Joy from Lone Beacon!
First Party Data: Get in the Game!
At Lone Beacon, we’re in the business of first party data. We help manufacture and nurture databases filled with first party data for our most successful advisors and institutions.
Check out John Capuano's latest video to learn more about what first party data is, how to get it and how you can utilize it for 2022 and moving forward!
• Introducing TCJ: The Customer Journey!
Check out our inaugural episode of TCJ: The Customer Journey as part of our new video series. Anyone who makes their living in the financial services industry will want to keep an eye out for TCJ as Greg Dinetz (Co-Founder) and Mike Schaffman (VP of Sales & Marketing) talk about consumer buying behaviors within the entire marketing ecosystem.
When elaborating on “The Customer Journey’ in the first episode, the guys focus on 3 key factors that ultimately help you win (or lose) more relationships.
Watch the video below!
Financial Marketing: DIY Vs. Done For You
If you’re a financial institution and have an in-house marking department...are you counting on that department to propel your brand and generate revenue?
Even the world's biggest brands rely on outside firms to help them compete for share so they can spend time on their own core business.
Check out John Capuano's latest video below to learn more about DIY financial marketing vs. utilizing outside firms 👇
Why is REAL Organic Growth Missing From Your M&A Strategy?
If you don’t have a plan in place for true organic growth, you’re leaving money on the table!
Whether you’re an RIA looking to acquire firms or you’re an advisor looking for an exit strategy, your ability to consistently generate leads and close new business will set you apart from competitors. Investing in marketing can build your enterprise value exponentially.
Check out John Capuano’s latest video below for more on why organic growth through marketing should be an important part of your M&A strategy!
Why is "Brand Building" So Difficult for Financial Advisories?
Why is "brand building" so difficult for financial advisors?
The answers are usually as commoditized as the business itself and everyone pretty much says the same thing; It’s hard to find “the essence” of your firm.
Check out Lone Beacon's co-founder John Capuano's quick video below for tips on building your brand and why it can be a battle cry for your business 👇
We watched out our window as nearly 20,000 runners competed in the Boston Marathon!
They share with us a great lesson in life and business: Setting an ambitious goal and having the WILL and DISCIPLINE to achieve it!
Are you a competitor or a spectator?
Do you understand your marketing tech?
Picking the right marketing software isn’t easy…it takes time to vet, takes time to set up, and it takes time to figure out how it works with other software.
Easier said than done.
Hear directly from our advisors about Lone Beacon's value and performance!
Happy Holidays from Lone Beacon!
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Do’s & Don’ts of Email Marketing – Zoe and Georgie
Lone Beacon | Get On Board!
Re-Establishing Your Digital Presence
