Apr 6, 2022
On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.
As financial professionals and advisors, we often want to attract the right type of clients. Lone Beacon is assisting advisors to expand their reach within their target markets. We’ll be discussing what Mike is seeing in the market, the value of first-party data, Lone Beacon’s relationship with FIG, and more on today’s show.
1:29 – Last show you binge-watched?
3:10 – Journey to lone beacon
4:28 – Working with lone beacon
5:45 – The efficiencies of direct mail
9:04 – Shared list and first-party data
10:51 – Challenges we are seeing
12:07 – Lone Beacon and FIG partnership
17:04 – Intelligence dashboard
21:48 – Everyone is moving to video
24:06 – Lead aggregation study
29:32 – The other 99%
33:31 – Getting to the next level
36:15 – Respectfully question everything