Ep 11: Building a Financial Machine with the Help of Lone Beacon

Advisor Development Show with Karl Hoover

Sep 2 2021 • 55 mins

The financial industry, like the rest of business, has evolved with the rise of digital media and stronger data. Today we explore this shift with John of Lone Beacon. This partner of FIG has been building a company that connect investors with advisories that can truly help them. They have an elite grasp of buying behavior, media habits, and appetite for content, and that’s why they work with most elite institutions across the country. Join us as we learn more about their processes, their results, and the trends that happening now.

About our guest: https://www.lonebeacon.com/who-we-are/

Key Points:

1:26 – Welcome in John

2:51 – Favorite thing about Boston

3:48 – Favorite Red Sox player

4:45 – The year Boston broke the World Series curse

6:33 – How he got into the business

10:57 – Scope of services they offer

14:44 – Nurturing your prospect list

20:38 – Why branding is critical

25:58 – Strengths Weaknesses Opportunities Threats (SWOT)

32:26 – Website as the central hub

38:44 – Better customer analytics

46:00 – Marketing automation

50:18 – Trends in financial services marketing

53:00 – Partnership with FIG

Contact Karl: