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S1 E11: Building a Financial Machine with the Help of Lone Beacon
Manage episode 301394358 series 2817726
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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:
800-527-1155
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